Vice President, Private Wealth Advisor, Private Wealth Management
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Vice President, Private Wealth Advisor, Private Wealth Management
About the Role
Greater New York City, NY Area(New York City, New York)
The Company is seeking a Private Wealth Advisor to join their dynamic team. The successful candidate will be responsible for building and nurturing client relationships, acting as a trusted advisor, and delivering holistic private wealth management advice. This role involves leveraging a unique background and experiences to create a business within the firm, as well as partnering with internal and external experts to develop tailored strategies for clients. The Private Wealth Advisor will also be expected to provide exceptional client service, maintain the highest ethical standards, and curate a network of intermediaries to best serve client needs. Applicants must have a record of academic and professional achievement, with a minimum of four years' experience in private wealth management, financial services, or a related field. A background in sales, fundraising, business development, or investing is preferred. The role requires a candidate with a strong network, an entrepreneurial spirit, and a desire to work in a team-oriented environment. Excellent client focus, business development, and relationship management skills are essential, as is a commitment to excellence and integrity. The ideal candidate will be self-motivated, with a creative approach to problem-solving and the ability to work both autonomously and collaboratively. Series 7, 63, and 3 licenses are required, or the ability to obtain them within three months of starting at the firm.
Functions:
- Finance
About the Company
Prominent global investment bank
Industry
Financial Services
Type
Public Company (GS)
Age
employees
10,001+
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