Wealth Management Professional
3 weeks ago
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 our team to identify and pursue new business opportunities, ensuring alignment with our firm's goals and values.
- Minimum 7 years of experience in wealth management, private banking, or asset management, with a proven track record of success in an advisory/relationship capacity.
- 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 while maintaining exceptional client service.
- Strong community presence and network, with a proven ability to build and maintain relationships.
- Proven ability to exercise good judgment and discretion in sensitive situations.
- Ability to work collaboratively with diverse teams and stakeholders, with a focus on delivering exceptional results.
Chilton Trust is committed to building a team of talented professionals who share our values and passion for delivering exceptional client service. 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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Wealth Management Professional
3 weeks ago
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Wealth Management Professional
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