Investment Adviser for Boutique Private Bank
Multi Asset Class Investment Adviser for Boutique Private Bank: Philadelphia, PA
Selby Jennings are currently working an exclusive mandate for a top North American Retail and Private bank with a dominant presence down the East Coast of the US.
Reporting directly into the Complex Manager for Philadelphia, they are now looking to add a senior Investment Adviser with experience covering cross asset investment products.
Job responsibilities will include not only advising clients on their investments, but also a sales aspect whereby they would be required to increase the wallet share of the existing client base.
This is an exciting opportunity to join a firm that is more than likely going to triple in headcount and assets under management in this location over the next two years.
Candidates will join the office at the start of a new project and if successful will be tasked with building out their own team over the proceeding years.
This is the ideal opportunity for an established adviser to join an recognizable brand, but a brand where they can really make an impact, as this is a new location for their wealth management operations.
Suitable candidates should currently be employed in a wealth management investment advisory role, and should be located in the Philadelphia Metro Area, or be willing to relocate to Philly or one of the following areas: Delaware county, Ocean county, Monmouth County, Burlington County.
Compensation will include a very competitive base salary as well as a monthly bonus.
If interested, please email apply.a33hoiycd4@selbyjennings.aptrack.co.uk with a copy of your resumé in MS Word format for a confidential discussion on the role.
KEY WORDS: PRIVATE BANKER / BANKING; WEALTH MANAGEMENT; OFFSHORE; SELBY JENNINGS; BROKER DEALER; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISER; OFFSHORE; WEST COAST; EAST COAST; NEW YORK; TRI STATE; PHILLY; PHILADELPHIA; PENNSYLVANIA; BOUTIQUE; WEALTH; PRIVATE BANK; PORTOFLIO MANAGER; INVESTMENT MANAGER; FINANCIAL ADVISER; FINANCIAL MANAGEMENT; BROKER DEALER; SELBY JENNINGS
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