Senior Wealth Advisor

I've partnered with a prestigious wealth management firm, who is widely known as a leading financial services firm in wealth management and investment banking. They have a personalized approach to client service and advice for major corporations and HNW / UHNW clients. Their advisors and client service teams are known for long tenures, stability, and a culture rooted in trust and professionalism.

As a Senior Wealth Advisor you will be tasked with leading relationships with HNW / UHNW clients, providing comprehensive financial planning, investment management, and long-term wealth strategy. In this role you will design tailored portfolios, coordinate estate, trust, tax, and philanthropic planning with specialists, and serve as the primary point of contact for complex client needs. You will also be managing business development, cultivate new client relationships, and deliver high-touch, personalized service to support multi-generational wealth preservation and growth.

Key Responsibilities :

• Advise high-net-worth households by understanding their goals and delivering tailored financial and investment solutions.
• Develop and implement diversified investment strategies, monitoring performance and adjusting plans as client needs evolve.
• Partner with specialists across the firm to address sophisticated matters such as estate planning, tax considerations, lending, and legacy strategies.
• Grow the practice through proactive outreach, client referrals, and consistent delivery of exceptional service.

What we're looking for :