Senior Private Wealth Advisor - UHNW Relationship Lead

Global Advisers, LLC; Red Bank (NJ); Sur place; USD 140 000 - 240 000; Plein temps

Résumé du poste

Global Advisers, LLC in Red Bank, NJ seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, and risk-management strategies.

The role requires a strong track record in private wealth management, collaboration with attorneys and accountants, and the ability to develop new client relationships while ensuring compliance and professional conduct.

Qualifications

• Five or more years of private wealth management experience.
• Demonstrated success serving high-net-worth or ultra-high-net-worth clients.

Responsabilités

• Lead comprehensive private-wealth relationships and act as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity, estate coordination, and philanthropic objectives.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions, and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Connaissances

Private wealth management

Relationship leadership

Business development

Investment judgment

Regulatory compliance

Formation

Bachelor's degree

Description du poste

Global Advisers, LLC in Red Bank, NJ seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, and risk-management strategies.

The role requires a strong track record in private wealth management, collaboration with attorneys and accountants, and the ability to develop new client relationships while ensuring compliance and professional conduct.