Strong Internal Referral Channel

Overview

Dynamic, fast growing multi-billion AUM Wealth Management Firm has partnered with a Premier 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 private bankers and commercial lenders.

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.
• Option for hybrid work schedule

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

  
  

  
  

  Requirements
  

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