What are the responsibilities and job description for the Senior Wealth Manager position at Avior Executive Search, Inc?
Senior Relationship Manager(Wealth Management)
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 5 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.
- Must have either an established portfolio of existing clients or very strong COI's with U.S domestic HNW prospects
- 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.
Educational Background bachelor’s degree in business, Finance, Economics and/or related field is Master’s degree preferred.
- All inquiries will be held in the strictest of confidence
- Submit your resume to: Alan Goldstein Email: alan@aviorsearch.com
Salary : $200,000 - $300,000
