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Lead Wealth Management Advisor
3 months ago
Edgworth Partners is seeking exceptional talent for prestigious roles within several Multi-Family Offices and Private Investment Offices that manage substantial assets for Ultra High Net Worth (UHNW) individuals and Family Offices. These firms are dynamic and are eager to onboard highly skilled professionals to enhance their teams.
Role: Senior Wealth Management Consultant
The selected candidate will play a crucial role in maintaining and expanding relationships with UHNW clients. This position is ideal for professionals looking to transition from conventional private banking into a more adaptable Multi-Family Office setting.
Location: While the primary work location is flexible, options may include major financial hubs.
Candidate Profile:
- A minimum of 15 years of experience in senior roles focused on UHNW clientele, with a proven track record at a global financial institution.
- Currently overseeing a portfolio exceeding $300 million in assets under management, with individual accounts starting from $10 million.
- Demonstrated ability to cultivate strong client relationships, with a commitment to growing a strategic book of UHNW clients by providing comprehensive wealth management solutions and exclusive investment opportunities.
- Collaboration with a team of professionals is highly encouraged.
