Wealth Manager

Norman Alex; Greenwich (CT); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Best deal bonus

Grid pay-out

Platform and work culture

Job summary

Norman Alex in Greenwich seeks a seasoned wealth advisor to lead client relationships and build out a high-performing office in the Northeastern corridor. You will manage a global book of clients and work to acquire assets from UHNW clients in the US.

The role emphasizes driving investment, banking and trust/estate solutions with an integrated team, maintaining client-centric service and achieving objective-based performance metrics.

Qualifications

• Significant experience in Wealth Management with HNW/UHNW clients.
• Proven track record in prospecting, profiling, overcoming objections, negotiation, and closing.
• Desire to travel extensively to grow practice and deepen relationships.
• Understanding of investments, banking and trust concepts for wealth planning opportunities.
• Strong relationship management and ability to build teams.

Responsibilities

• Advise on and implement investment, banking and trust/estate solutions for core clients with the integrated team.
• Ensure proposed solutions maximize client needs, goals and objectives.
• Develop and lead a Greenwich office, recruiting top producing advisors and expanding assets.

Skills

Wealth management

Prospecting

Relationship management

Negotiation

Job description

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

Fantastic opportunity to build out an office, recruit top producing advisors and be a leader in the Northeastern corridor.

• 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.

• Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue
• Best deal bonus, grid pay-out, platform and work culture in the market