Wealth Manager
Wealth Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are recruiting for a top tier advisor/team in the Greenwich market.
Fantastic opportunity to build out an office recruit top producing advisors and be a leader in the Northeastern corridor.
- A global book of clients from $100MM - $2BBMM in assets.
- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
- Responsible for advising on and implementing investment banking and trust/estate solutions for core clients with assistance from the integrated team (Investor Capital Advisor and Wealth Advisor).
- Ensure that the proposed solutions maximize the clients needs goals and objectives.
- The candidates performance will be measured by objectives using specific financial and client satisfaction objectives.
Qualifications:
- Significant experience in Wealth Management working with HNW/UHNW individuals and families
- Proven track record in prospecting profiling overcoming objections negotiation team selling approach closing the sale and asking for referrals.
- Enthusiasm appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
- Demonstrated understanding of investments banking and trust concepts including but not limited to: asset allocation on structured portfolios managed portfolios brokerage accounts portfolio reviews deposit and loan solutions basic trust and estate products and identification of wealth planning opportunities.
- Strong relationship management and team building skills; views team concept as critical to model.
- Full lending credit mortgage and all private bank offerings for your clients - dont lose the revenue
- Best deal bonus grid pay-out platform and work culture in the market
- Referrals from the private bank
Employment Type
Full Time
