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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Min 6 yrs required
Wealth Management - Client Advisor - Vice President The candidate will be responsible for advising families on building, preserving and managing their wealth. Will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help advise clients on achieving the desired goals. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business of firm. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure.
Qualification and Experience
The candidate must have 6+ years of work experience. Should have Bachelors degree. MBA, JD, CFA, or CFP is desired. Private Banking or Financial Services industry experience is preferred. Series 7 & 63 licenses is required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts is must. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate is required.
Ref: 170068906
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