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Senior Investment Advisor

2 months ago

New York, New York, United States Avior Executive Search, Inc Full time

Position: Senior Wealth Advisor / Relationship Manager

Company: Avior Executive Search, Inc

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 Advisor to join their team in New York. This role is designed to be client-focused, primarily catering to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals within the U.S. domestic market. The ideal candidate will possess a strong international presence and an investment-oriented mindset to effectively engage with the existing clientele.

Key Responsibilities and Experience Required:

  • A minimum of 7 years of experience in a private banking or RIA setting is essential.
  • Capability to operate autonomously while managing and acquiring new HNW & UHNW clients.
  • Extensive knowledge of investment management, wealth strategies, and related processes and products.
  • Proven expertise in sales, networking, negotiations, and community relationship development.
  • International exposure and/or proficiency in a foreign language is highly advantageous.

Educational Qualifications:
A bachelor's degree in Business, Finance, Economics, or a related discipline is required, with a Master's degree being preferred.