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    Senior Client Advisor - New York, United States - Edgworth Partners

    Edgworth Partners
    Edgworth Partners New York, United States

    2 weeks ago

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    Description

    We are actively searching for exceptionally talented Senior Client Advisor(s) in several US States, starting in New York City.

    My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation, consistent investment performance with an ideal platform for your clients wealth solutions, investment management and alternative investment opportunities.

    Job/Responsibilities:

    • The ideal candidate would be responsible for building a investment portfolio through their own network focusing on private client accounts, $5m+.
    • Advising families on building, preserving and managing their wealth. Furthermore, advise the clients on asset allocation, investment management, wealth planning and banking needs.
    • Manage, maintain and develop relationships with your existing clients and prospective UHNW families.
    • There will be access to highly exclusive off-market private market deals.

    Requirements:

    • A clear track record of successfully working with private clients (UHNWIs, Family Offices and/or Key Clients).
    • You must be capable of building a client book from scratch of a minimum $200m AUM in 3 years
    • Strong entrepreneurial spirit, team player, strong financial acumen and strong problem solving skills
    • Advanced knowledge of your market and clients. Preferably specialised in one or a couple of key markets

    For additional information, please contact Miles Henslow

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