Multi-Billion AUM Wealth Management Firm

Midtown Manhattan

Overview

Dynamic, fast growing multi-billion AUM Wealth Management Firm has partnered with a Premier International Private Bank to serve as the wealth and investment management arm to their high net worth and ultra-high net worth clientele.

The Firm is seeking a Senior Wealth Manager to provide comprehensive wealth management advice to clients sourced from developing relationships with domestic and international private bankers and commercial lenders in New York City.

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

• Experience leading relationships with high net worth clientele on all aspects of wealth and investment management.