Wealth Manager
Norman Alex
Wealth Manager
Greenwich, Connecticut, United States
We are recruiting for a top tier advisor/team in the Greenwich market.
Fantastic opportunity to build out an office, recruit top producing advisors and be a leader in the Northeastern corridor.
A global book of clients from $100MM - $2BBMM+ in assets.
Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
Ensure that the proposed solutions maximize the clients needs, goals and objectives.
The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.
Significant experience in Wealth Management working with HNW/UHNW individuals and families.
Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
Strong relationship management and team building skills; views team concept as critical to model.
Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue.
Best deal bonus, grid pay-out, platform and work culture in the market.
Referrals from the private bank.
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