Overview

Dynamic, fast growing multi-billion AUM Independent 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 Los Angeles.

No portable book of business required

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.