What are the responsibilities and job description for the Senior Wealth Advisor position at TWM Executive Search?
Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development.
- Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
- Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
- Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
- The firm has a team of Business Development Officers to help facilitate new business opportunities
- Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
- Requires 8 years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFA, CFP or MBA required