We are recruiting for a top tier advisor/team in the greater Boston market.
If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could be your new home.
Qualifications:
- A global book of clients from $1500MM - $2BBMM+ in assets.
- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
- Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
- Ensure that the proposed solutions maximize the clients needs, goals and objectives.
- The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.
- Significant experience in Wealth Management working with HNW/UHNW individuals and families
- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
- Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
- Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
- Strong relationship management and team building skills; views team concept as critical to model.
Call me today to discuss today's market and other opportunities: Michael Hubbard @ 305/684-7814 or email me at: mhubbard@normanalex.com
...Managed Mobile, Inc. ( an industry leading provider of mobile fleet maintenance, is hiring a full-time Area Service Manager. Our Core Focus is developing great people, delivering a great client experience, and building a great company. The Area Service Manager...
...Responsibilities Operates cherry picker, forklifts, and other machinery to move items, or signals machine operators to move materials onto and off trucks, ships, and loading docks Prepare and complete orders for delivery or pickup according to schedule (load, pack...
Description A Level History teacher urgently needed for an outstanding bilingual school in Shanghai - Position to start in August 2019! Newly qualified teacher are welcome to apply. Contact/send your CV to ****@*****.*** - Teach...
...internal controls and processes for accuracy and efficiency Manage banking relationships, covenant compliance, and investor/lender... ...working at both strategic and tactical levels ~ Experience in private equity or high-growth companies a plus ~ Strong financial modeling...
...Join a collaborative and supportive team as a Human Resources Assistant, where you will play a key role in supporting the Human Resources Manager and ensuring smooth HR operations. This position offers the opportunity to gain hands-on experience in a variety of HR functions...