Avior Executive Search, Inc

Senior Wealth Advisor

Avior Executive Search, Inc  •  New York City, NY (Onsite)  •  5 months ago
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Job Description

Senior Wealth Advisor/Relationship Manager

Boutique International RIA

We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate should have international gravitas and be investment-centric to work with our clients’ established clientele to be considered for this truly amazing opportunity.

Experience / Responsibilities

  • Must have a minimum of 7+ years from either a private bank or RIA environment.
  • Ability to work independently and be responsible for maintaining as well as onboarding new HNW & UHNW clients.
  • Superior knowledge of investment management and wealth strategies, processes, and products
  • Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities.
  • International experience and or fluency in a foreign language is a big plus

Educational Background bachelor’s degree in business, Finance, Economics and/or related field is Master’s degree preferred.

Avior Executive Search, Inc

About Avior Executive Search, Inc

Avior Executive Search is a professional recruiting firm specializing in the wealth management industry globally. We have built a proud reputation based on our search process and market knowledge and have an unmatched network with extensive search experience in the United States,Canada,Latin America, Europe, and Middle East global wealth management industry.

Our deep expertise within the global financial marketplace allows us to truly understand our clients’ long-term goals.The knowledge, reputation and respect that Avior has garnered within the international wealth market allow us to deliver a perfectly tailored and executed search assignment each and every time.

Clients include:

RIA's

Private Banks

Asset Managers

Multi-Family Offices

Brokerage Firms

Wholesalers

Trust & Insurance

As Avior is one of the brightest stars in the Earth's sky, we are dedicated to recruiting Constellations of Talent.

Avior Executive Search, evolving & raising the bar on our services to provide you with an even higher level of sophisticated and professional services.

Please visit us at our new website and schedule a time to talk.

Call us: (646) 612-7714

Email us: info@avior.com

Twitter: to receive the latest updates about markets, as well as news about the firm: @aviorsearch

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Melville, New York
Year Founded
2001
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