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.
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
