Private Client Advisor recruitment
RESPONSIBILITIES: Working directly with the firm’s founder, the Private Client Advisor will be responsible for managing and growing the firm’s high net worth and endowment clientele. Estimated weekly initial time commitment: 20 hrs new business, 10 hrs client service, 10 hrs platform build.
- Effectively communicate the investment principles, policies, process and performance of Alpine's investment strategies and services.
- Review the circumtances, objectives, and preferences of high net worth families and develop effective asset allocation and investment strategies.
- Complete and customize proprietary excel based personal financial statements and planning reports.
- Develop a successful marketing and sales strategy and achieve asset growth objectives.
- Instrumental role in building platform for client sales and service including creative/consultative role in policies, procedures technology.
- Consultation in the ongoing development of marketing materials.
QUALIFICATIONS: The successful candidate will be a highly energetic investment professional with 5+ years of private client advisory experience.
- Proven ability to build credibility and confidence with sophisticated high net worth clients with $1 million to over $500 million in assets.
- Thorough knowledge of financial markets and investment strategies and the ability to impress sophisticated investors with financial market and investment acumen.
- Working knowledge of wealth management topics including estate planning, tax planning, IRAs, college savings plans, etc.
- MBA and CFA preferred.
July 10, 2012
• Tags: Asset Management careers in the USA, Private Client Advisor recruitment • Posted in: Financial