Accounting & Finance - Cincinnati, Oh 45202 (Created on Oct 25, 2009)
Tags: RIA, Institutiomal Sales
Leading financial services firm. This Regional firm offers investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, the firm offers personalized financial solutions that integrate investment management, capital markets.
Private Wealth Management comprehensive wealth management solution for high net worth clients. Combining the deep capabilities of a leading financial institution with the intimacy of a boutique firm, Private Wealth Management. Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions.
Primary Function
As part of our team of specialists, the Wealth Manager will help win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Support coordination of sales effort with Capital Advisors, Fiduciary Administrators and Wealth Advisors
Qualifications
In depth experience and/or knowledge of hedge funds, private equity and alternative investments
Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Conducts operations within FINRA and other regulatory agency guidelines and requirements
Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Ability to work in a team based environment
Position Requirements
Seven plus years experience in Wealth Management or Financial Services industry
Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals
Bachelors degree required; MBA or CFA preferred
Must have AUM of 50 million and above for consideration
Email: recruiterchic@gmail.com or Apply online to:
www.lifetimerecruitingstrategies.com
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Compensation: excellent base plus commission
Tags: RIA, Institutiomal Sales
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