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Lead Wealth Management Consultant
2 months ago
Senior Wealth Management Consultant / Client Relationship Executive
Prestigious International Private Banking Firm
We are collaborating with a prominent and growing International Private Banking institution that operates a well-regarded Registered Investment Advisor (RIA) across various locations in the United States. Our client is in search of a Senior Wealth Management Consultant for their office in New York. This position is designed to be client-focused, catering to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals within the U.S. domestic market. The ideal candidate will possess international presence and a strong investment focus to effectively engage with the firm's established clientele, making this a remarkable opportunity.
Key Responsibilities and Qualifications
- A minimum of 7+ years of experience in a private banking or RIA setting is required.
- Capability to operate autonomously while managing existing relationships and acquiring new HNW & UHNW clients.
- Extensive knowledge of investment management, wealth strategies, processes, and financial products.
- Proven track record of excellence in sales, networking, negotiations, community engagement, and fulfilling professional responsibilities.
- International exposure and/or proficiency in a foreign language is highly advantageous.
Educational Requirements: A bachelor's degree in Business, Finance, Economics, or a related field is required; a master's degree is preferred.
