Senior Wealth Management Leader
1 month ago
At eFinancialCareers, we are seeking a Senior Wealth Management Leader to join our team. This role offers a competitive salary of $250,000 - $350,000 per annum.
Company Overview:
- eFinancialCareers is a leading online career platform for finance professionals.
Job Description:
- We are looking for an experienced professional to lead our wealth management efforts.
- The successful candidate will be responsible for developing and maintaining strong relationships with high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWIs).
- This includes providing tailored investment advice and portfolio management services that align with clients' financial goals and risk tolerance.
- The Senior Wealth Management Leader will also lead efforts to raise capital from investors for various alternative investment vehicles.
- This includes private equity, hedge funds, and real estate funds.
Required Skills and Qualifications:
- A Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or CFA preferred.
- A minimum of 8-10 years of experience in investment banking, wealth management, or asset management, with a focus on alternative investments and capital raising.
- Proven track record of managing and growing a sophisticated client portfolio, specifically within the HNWI and UHNWI segments.
- Demonstrated success in raising capital from investors, including HNWIs, UHNWIs, family offices, and institutional investors.
- Deep knowledge of alternative investment products and strategies, including private equity, hedge funds, real estate, and other non-traditional assets.
- Exceptional client relationship management skills, with the ability to build trust and credibility with high-profile clients.
- Strong leadership and team management capabilities, with experience in mentoring and developing junior professionals.
- Excellent communication, presentation, and interpersonal skills
Benefits:
- We offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Others:
- We value diversity and inclusion in the workplace and are committed to creating an environment where all employees feel valued and respected.
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