Norman Alex
Overview
Our clients, top tier world class brokerage and investment firms are seeking wealth managers throughout Southern & Northern California. Hunter’s 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. 200MM book of clients in the HNW/UHNW space. - 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 Private Banking & Wealth Management working with High Net individuals and families in the US. 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. INTERNATIONAL BUSINESS WELCOME Strong transition bonus deals Call me today to discuss today's market and opportunities: Michael Hubbard @ 305/684-7814 Employment details
Seniority level: Director Employment type: Full-time Job function: Sales, Business Development, and Finance Industries: Banking, Investment Management, and Financial Services
#J-18808-Ljbffr
Our clients, top tier world class brokerage and investment firms are seeking wealth managers throughout Southern & Northern California. Hunter’s 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. 200MM book of clients in the HNW/UHNW space. - 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 Private Banking & Wealth Management working with High Net individuals and families in the US. 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. INTERNATIONAL BUSINESS WELCOME Strong transition bonus deals Call me today to discuss today's market and opportunities: Michael Hubbard @ 305/684-7814 Employment details
Seniority level: Director Employment type: Full-time Job function: Sales, Business Development, and Finance Industries: Banking, Investment Management, and Financial Services
#J-18808-Ljbffr