Senior Wealth Advisor

1 week ago

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

Senior Wealth Advisor/Relationship Manager

Boutique International RIA

We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate should have international gravitas and be investment-centric to work with our clients' established clientele to be considered for this truly amazing opportunity.

Experience / Responsibilities

  • Must have a minimum of 7+ years from either a private bank or RIA environment.
  • Ability to work independently and be responsible for maintaining as well as onboarding new HNW & UHNW clients.
  • Superior knowledge of investment management and wealth strategies, processes, and products
  • Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities.
  • International experience and or fluency in a foreign language is a big plus


Educational Background bachelor's degree in business, Finance, Economics and/or related field is Master's degree preferred.

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