Senior Wealth Advisor

ZPEED Recruitment; Los Angeles (CA); Vor Ort; USD 130.000 - 200.000; Vollzeit

Zusammenfassung

ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This role involves leading client relationships and managing portfolios that integrate public and private markets.

The ideal candidate will have a minimum of 10 years of wealth management experience and a strong track record in client relationship management. This position offers an opportunity to significantly influence the firm's strategy and operations.

Qualifikationen

• 10+ years of wealth management experience, ideally at a private bank or RIA.
• Experience advising HNW and UHNW clients across diverse backgrounds.
• Strong ability to cultivate client relationships in a new environment.

Aufgaben

• Lead client relationships with senior conversations.
• Design and manage portfolios integrating public and private markets.
• Shape the firm with direct input on client experience.

Kenntnisse

Client relationship management

Wealth management

Business development

Alternative investments

Jobbeschreibung

We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public and private markets.

Responsibilities:

• Leading client relationships, including the most senior conversations with principals and next-generation family members.
• Designing and managing portfolios that integrate public markets and private markets with private credit and alternative investments sourced directly through the firm's deal flow.
• Partnering with the private credit asset management team to translate the firm's deal flow into client allocations.
• Helping shape the firm at a consequential stage with direct input on client experience, advisor playbook, and platform priorities. This is a small team, and the role carries real influence over how the firm is built.

Requirements:

• 10+ years of wealth management experience, ideally at a private bank, boutique RIA, or multi-family/single-family office environment.
• Experience advising sophisticated HNW and UHNW clients across diverse cultural and international backgrounds.
• Demonstrated track record of client relationship management, business development, and growing a book of business.
• Credible ability to transition or cultivate client relationships within a new platform environment.
• Entrepreneurial, self-directed, and comfortable operating with high ownership and autonomy.
• Strong work ethic with the ability to work independently while collaborating effectively across teams, divisions, and subsidiaries.
• Proficiency in alternative investments and private markets, and capable of delivering differentiated investment solutions to clients.
• Based in Los Angeles or willing to relocate.

(Due to the highly confidential nature of this search, only shortlisted candidates will be contacted for further information and detailed disclosure.)