This person will be responsible for providing wealth and investment management services to various UHNW/HNW clients and institutional investors, while also helping to grow the firm on a larger scale. This is an opportunity with tremendous upside potential as the firm is looking for this individual to manage client relationships, source new clients, and assist private clients with their financial needs. Someone with a deep and broad understanding of the wealth management space and private client market is very desirable for this role.
Some additional responsibilities for this position include (but are not limited to):
- Providing customized investment solutions to meet the goals & objectives of UHNW clients
- Consistently managing and growing a large book of business
- Working with various investment management products, traditional wealth management products, and providing family office services to help clients with their financial needs
- Assisting in other areas throughout the firm as needed
- Well-rounded knowledge of the Private Wealth Management space that includes understanding the private banking, family office, and trust/fiduciary space
