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Open nowFirst seen 2 days ago

Wealth Manager

Norman Alex91 open roles

Where
Greenwich, Connecticut, United States
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Your applicationOpen nowWealth ManagerNorman Alex · Greenwich, Connecticut, United States

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Norman Alex's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.5%14 days
  5. 35.5%30 days
  6. 45.1%60 days
This job: first seen 2 days ago

The posting

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
  • Referrals from the private bank
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