Global Wealth Advisor | HNW/UHNW Client Growth & Travel

Norman Alex; Miami (FL); Presencial; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Solid deal bonus and grid pay-outs

Agnostic/open architecture platforms

Lifestyle-friendly work culture

Descripción de la vacante

Norman Alex in Miami seeks a Senior Financial Advisor to lead the growth of a high net worth client practice. The role targets domestic and international business, serving UHNW individuals and families, and requires a hunter mentality to prospect and acquire new assets from both new and existing clients.

The ideal candidate has a proven track record in wealth management, strong relationship skills, and willingness to travel to expand the practice across the US and globally.

Formación

• 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 a desire to travel extensively to build out your practice and deepen existing relationships.
• Strong relationship management and team building skills; views team concept as critical to model.

Conocimientos

Prospecting

Relationship management

Business development

Travel willingness

Descripción del empleo

Norman Alex in Miami seeks a Senior Financial Advisor to lead the growth of a high net worth client practice. The role targets domestic and international business, serving UHNW individuals and families, and requires a hunter mentality to prospect and acquire new assets from both new and existing clients.

The ideal candidate has a proven track record in wealth management, strong relationship skills, and willingness to travel to expand the practice across the US and globally.