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This individual will work directly with the Regional Managing Director to advise and monitor investments for the bank’s high net worth clientele. This position is highly visible and is a main point of contact for this demographic of the bank. The bank’s capabilities and competitive offerings are second to none, allowing a great deal of flexibility in providing preeminent products for their clients.
If having a high level of autonomy and versatility in working with an established client base is appealing to you, this is where you want to be! The opportunity to grow new business within the high net worth base is almost untapped.
There is no “multi-tier” management with numerous people doing the exact same thing in the same block; this is an impact role. The upside potential of this opportunity is unlimited; and a chance to break away from a mundane corporate atmosphere into a very dynamic, energetic wealth management group.
The required qualifications for this position: - Minimum of 8-10 years in investment and personal financial planning
- Experience in affluent client relationship management and business development
- Either Certified Financial Planner, Chartered Financial Analyst, Accredited Asset Management Specialist certification (Preferred but not required)
- Bachelors Degree, preferably in business administration, Finance or related field
- Strong written communication and relationship management skills
- Industry applicable licenses such as NASD series 7, and 63, 65 or 66
Westport One consistently ranks as one of the top 20 offices within the MRI Network system, which consists of more than 1,000 offices worldwide.
Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, and CEOs.
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com.
To apply for this position, submit your resume by choosing one or more of the following:
1.) ***CLICKING “APPLY ONLINE” ON THIS PAGE*** (PREFERRED)
2.) Email your resume in WORD format to ryan@westportone.com. Please refer to job reference code JS/Wealth Mgt - VA in the subject line.
3.) Fax with cover letter to: 314-991-9586. Attention: Ryan Brinton. Please refer to job reference code JS/Wealth Mgt - VA
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