Senior Wealth Advisor
Senior Wealth Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
Senior Wealth Advisor/Relationship Manager
Boutique International RIA
We have been asked by a wellestablished and expanding International Private Bank with a wellestablished RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be clientcentric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate should have international gravitas and be investmentcentric to work with our clients established clientele to be considered for this truly amazing opportunity.
Experience / Responsibilities
- Must have a minimum of 7 years from either a private bank or RIA environment.
- Ability to work independently and be responsible for maintaining as well as onboarding new HNW & UHNW clients.
- Superior knowledge of investment management and wealth strategies processes and products
- Demonstrated high level of expertise in sales networking negotiations community relationship building and of responsibilities.
- International experience and or fluency in a foreign language is a big plus
Educational Background bachelors degree in business Finance Economics and/or related field is Masters degree preferred.
Required Experience:
Senior IC
Employment Type
Full-Time
