Avior Executive Search, Inc | Senior Wealth Advisor | ...

Senior Wealth Advisor/Relationship Manager 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 7+ 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. 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. International experience and or fluency in a foreign language is a big plus Educational Background bachelor's degree in business, Finance, Economics and/or related field is Master's degree preferred.

Created: 2024-11-26