Talent Focus Executive Search and Consulting ยท 2 days ago
High Net-worth Wealth/Financial Advisor (New York City / Stamford)
NYC Metro Area
Full-time
Onsite
Senior Level
$125K/yr - $175K/yr
5+ years expTalent Focus is collaborating with a renowned international wealth management institution to recruit a Wealth Advisor for their High Net-worth Private Client practice. In this role, you will build enduring relationships with high-net-worth clients and empower them to achieve their financial objectives through sophisticated financial planning and investment strategies.
Professional ServicesRecruiting
Hiring Manager
Luke Rodwell
Responsibilities
Serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals
Leverage cutting-edge research, sophisticated financial planning tools, and world-class investment strategies to empower clients to achieve their financial objectives and enhance their overall financial well-being
Qualification
Required
5-10 years of proven success in sales, business development, and relationship management
An established network of High Net-worth clients or prospects, with the ability to cultivate new connections
Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets
A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed
Benefits
Comprehensive Support
World-class training
Mentoring
Resources to excel in your role and grow your career
Company
Talent Focus Executive Search and Consulting
Talent Focus Executive Search (www.talentfocus.co.uk) partners with its clients to identify and attract talented Managers, Executives and Non-Executives to their organisations, both in the UK and Internationally.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase