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Job title: Wealth Advisor – Private Banking (HNW)
Company: Provision People
Job description: Summary:
We are seeking a strong Wealth Advisors with a Private Banking High Net Worth (HNW) clientele background. Our award winning client has a strong track record of success, providing comprehensive planning and investment management strategies. In order to better service clients and increase their footprint in the area, the organization is looking to continue to build out their team.
This role is responsible for facilitating the delivering of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. This role partners with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
Responsibilities:
- Focus on developing and growing comprehensive high touch HNW relationships
- Provide strategic advice across a variety of financial products and services (Investments and Insurance)
- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
- Extensive knowledge of private banking products and services, including credit processes and policies
- Effectively present investment strategies to clients and maintains a holistic approach to planning
- Strong relationship management, sales and new business development skills
- Leverage analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
Required Skills and Experience:
- 8 + years of experience as a Wealth Advisor, Private Wealth Advisor, and/or Private Client Advisor (or somebody from an Insurance or Retirement background working with HNW clientele)
- Must have extensive experience working with high-net worth (HNW) and ultra high-net worth clientele
- Must have an established track record of developing new business
- Proven track record of bringing in new clients and business
Expected salary: $200000 per year
Location: New York City, NY
Job date: Wed, 28 Jul 2021 22:31:08 GMT
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