Senior Client Advisor

1 week ago


New York, New York, United States Edgworth Partners Full time
We are actively searching for exceptionally talented Senior Client Advisor(s)

in several US States, starting in New York City.

My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation, consistent investment performance with an ideal platform for your clients wealth solutions, investment management and alternative investment opportunities.


Job/Responsibilities:


The ideal candidate would be responsible for building a investment portfolio through their own network focusing on private client accounts, $5m+.

Advising families on building, preserving and managing their wealth. Furthermore, advise the clients on asset allocation, investment management, wealth planning and banking needs.
Manage, maintain and develop relationships with your existing clients and prospective UHNW families.
There will be access to highly exclusive off-market private market deals.

Requirements:
A clear track record of successfully working with private clients (UHNWIs, Family Offices and/or Key Clients).
You must be capable of building a client book from scratch of a minimum $200m AUM in 3 years
Strong entrepreneurial spirit, team player, strong financial acumen and strong problem solving skills
Advanced knowledge of your market and clients. Preferably specialised in one or a couple of key markets

For additional information, please contact Miles Henslow

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