15 Billion+ Independent Wealth Management Firm

Overview

Dynamic, fast growing 15B+ Independent RIA has partnered with a premier International Private Bank to serve as the wealth and investment management arm to their ultra-high net worth clientele.

The Joint Venture is seeking a Senior Wealth Manager to develop relationships with high net worth and ultra-high net worth domestic and international private bankers and commercial lenders in Aventura.

Highlights

• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
• The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
• Ability to offer a sophisticated investment portfolio inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach.

No cap on upside. Long term payouts in perpetuity based on book revenue.   

Requirements

• 3+ years experience leading relationships with high net worth clientele on all aspects of wealth and investment management.