Family Wealth Advisor Team Leader- Wealth Management ( Job Number: 1213355) - Confidential (New York
Posted: Saturday, March 9, 2013 12:18 AM
Description Incumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The UHNW Specialist will work in partnership with regional PM's but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Incumbent will be part of the new business deal team, playing ...
• Post ID: 35924738 newyork