Senior Financial Advisor

Norman Alex; New York (NY); On-site; USD 120,000 - 210,000; Full time

Job summary

Norman Alex in New York is seeking a high-performing wealth advisor to manage a global book of high-net-worth clients. The role focuses on advising across investments, banking and trust/estate solutions with support from an integrated team.

The ideal candidate will have significant wealth management experience, a hunter mentality for prospecting, and a proven ability to grow assets and referrals while traveling to build relationships within the US market.

Qualifications

• Significant experience in Wealth Management working with HNW/UHNW individuals and families.
• Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling, closing the sale and asking for referrals.
• Willingness to travel extensively to build out practice and deepen relationships.

Responsibilities

• Advise on and implement investment, banking and trust/estate solutions for core clients with support from the team.
• Ensure proposed solutions align with clients' needs, goals and objectives.
• Grow book of business through new assets and referrals.
• Collaborate with Investors, Capital Advisor and Wealth Advisor to service clients.

Skills

Business development

Prospecting

Client acquisition

Relationship management

Job description

We are recruiting for a top tier advisor/team in the greater NYC market.

If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countrys largest private banks, this could be your new home.

Qualifications:

• A global book of clients from $100MM - $2BBMM+ in assets.
• Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
• Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
• Ensure that the proposed solutions maximize the clients needs, goals and objectives.
• The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.

Qualifications:

• 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 client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
• Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
• Strong relationship management and team building skills; views team concept as critical to model.