Financial Advisor Private Banker: Manhattan, New York City (NYC)
KEY WORDS: PRIVATE BANKER; PRIVATE BANKING; WEALTH MANAGEMENT; OFFSHORE; MASS AFFLUENT; FAMILY OFFICE; BOUTIQUE WEALTH MANAGER; PREMIER BANKING; SELBY JENNINGS; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER - MANAGEMENT; INVESTMENT ADVISER; OFFSHORE; CANADA; MANHATTAN; USA; NEW YORK; NYC; PORTFOLIO MANAGER; INVESTMENT MANAGER; FINANCIAL ADVISER; FINANCIAL MANAGEMENT
My client is a full-service independent financial consulting, investment, and wealth management firm that is looking to add an experienced Financial Advisor Private Banker to their team in New York City (NYC).
As one of the leading independent broker dealers in the US, my client offers a cross asset, full array of wealth management services and investment products.
Successful candidates will be treated to an entrepreneurial environment where they will have the flexibility to services their clients? needs independently.
Suitable candidates should currently be employed in a client facing private banking role with a minimum in annual revenues of $200,000.
Candidates will be required to be already fully registered (Series 7, 63, insurance license).
Bachelors degree required: MBA, JD or CFA preferred
Compensation includes a fixed salary, as well as a competitive formulaic bonus and a weighty sign on.
Interested candidates should email apply.a33hoiu4di@selbyjennings.aptrack.co.uk with a copy of their CV in MS Word format for a confidential discussion on the role.
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