Our client, an Elite Registered Investment Advisor with over $6 billion in assets under management is actively seeking an SVP, Client Advisor to aid in expanding their Tri-state presence and spearhead their NYC build out.
Responsibilities include (but are not limited to):
- Client Relationship Management: Cultivate and sustain deep relationships with high net worth clients, understanding their financial goals, aspirations, and unique needs. Provide personalized financial advice, including investment strategies, estate planning, tax optimization, and risk management.
- Financial Planning and Advisory: Develop and implement comprehensive wealth management plans tailored to individual client needs and objectives. Conduct thorough financial analyses and prepare detailed reports, projections, and recommendations.
- Investment Management: Advise clients on investment opportunities, portfolio management, and asset allocation. Monitor and review client portfolios, ensuring alignment with their goals and risk tolerance.
- Client Acquisition and Retention: Identify and pursue new business opportunities to expand the client base. Deliver exceptional client service to retain and grow existing client relationships.
- Compliance and Risk Management: Adhere to all regulatory requirements and internal policies to ensure compliance. Maintain up-to-date knowledge of market trends, economic conditions, and regulatory changes.
- Collaboration and Team Support: Work closely with internal teams, including financial analysts, legal experts, and estate planners, to deliver comprehensive solutions. Participate in team meetings and contribute to the development of best practices and innovative strategies.
