Senior UHNW Private Wealth Advisor and Relationship Lead

Global Advisers, LLC; Greenwich (CT); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Global Advisers in Greenwich, CT seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

Responsibilities include leading complex client engagements, developing comprehensive strategies, coordinating with attorneys and accountants, and maintaining

Qualifications

• Bachelor's degree and a track record of strong professional achievement.
• Five+ years of private wealth management or related experience.
• Experience serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
• Series 65 license required at hire or within the period permitted by the firm and applicable law.

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, insurance, 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

Relationship management

Client service

Investment analysis

Business development

Regulatory compliance

Formation

Bachelor's degree

Description du poste

Global Advisers in Greenwich, CT seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

Responsibilities include leading complex client engagements, developing comprehensive strategies, coordinating with attorneys and accountants, and maintaining