Norman Alex

Private Wealth Advisor

Norman Alex  •  San Francisco, CA (Onsite)  •  2 months ago
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Job Description

Top producing FA's and teams - we are recruiting for top tier advisors and teams throughout the California market.

  • 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

As former financial advisors and investment managers, we understand the markets and the challenges and upsides of moving your practice to a new firm. We make the introductions, take you through the due diligence process and assist with the deal negotiations.

For over 20 years, we have the moved top advisors and teams in the country, both domestically and internationally. It's what we do and all we do.

Norman Alex

About Norman Alex

Norman Alex is an international consulting boutique providing executive search and corporate development services. Established in 1997 in Monaco, we have offices in Geneva, London, Luxembourg, Miami, Montevideo and Paris as well as partners in Dubai and Singapore. We have the experience and global reach to help our clients develop their activities in most major markets.

Our company has four specialised departments: 1) financial services 2) technology 3) executive search 4) corporate development. Within each business practice we offer tailor-made solutions for companies looking to grow through recruitment, acquisition, merger or strategic alliance. In recent times, the world has become smaller yet more complex. Norman Alex helps our clients and candidates understand the impact of globalisation, technology, regulatory changes and other major trends in order to master rather than submit to them.

The secret to any successful business is people yet this is often overlooked when a company is developing internally or externally. Recruitment processes and acquisitions usually fail for human rather technical reasons and our emphasis on the “human dimension” as well as more specialised skills ensures as much as possible that your growth is controlled and successful. People are the most important function in any business, the quality of the team is the only differentiating factor. Norman Alex enables you to identify and nurture the best talent to keep ahead of the competition

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
Monte Carlo, MC
Year Founded
1997
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