Wealth Management Professional

3 weeks ago


New York, New York, United States Chilton Trust Full time
Senior Wealth Advisor Opportunity

Chilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.

Key Responsibilities:
  • Provide tailored investment advice and solutions to high net worth clients, focusing on wealth preservation, investment management, and family office services.
  • Cultivate new client relationships and prospects, leveraging your expertise and network to drive business results.
  • Maintain ongoing communication with clients and prospects, ensuring seamless service delivery and relationship building.
  • Develop and execute strategies to expand your network of Centers of Influence, driving business growth and revenue.
  • Collaborate with cross-functional teams to deliver exceptional client experiences and drive business outcomes.
Requirements:
  • Minimum 7 years of experience in wealth management, private banking, or asset management, with a proven track record of success.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Entrepreneurial mindset, with a passion for building relationships and driving business growth.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Strong community presence and network, with a proven ability to build and maintain relationships.
  • Proven ability to exercise discretion and judgment in sensitive situations.
  • Ability to work collaboratively with diverse teams and stakeholders.

Chilton Trust is committed to building a team of exceptional professionals who share our values of integrity, respect, and excellence. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.



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