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Lead Private Wealth Advisor
3 months ago
Overview: Edgworth Partners is seeking an experienced professional to enhance our services for ultra-high-net-worth (UHNW) clients. We are collaborating with several distinguished Multi-Family Offices and Private Investment Offices that manage substantial assets.
Role Summary: This position is designed for a seasoned expert who will focus on delivering exceptional wealth management solutions to our UHNW clientele. The ideal candidate will transition from conventional private banking to a more adaptable Multi-Family Office setting.
Key Responsibilities:
- Maintain and grow a portfolio of UHNW clients, ensuring a minimum account size of $10 million.
- Develop and nurture strong relationships with clients, continuously expanding your network of strategic UHNW individuals.
- Provide comprehensive wealth management services, including exclusive investment opportunities such as club deals, pre-IPO investments, and private equity ventures.
- Collaboration with a team of professionals is highly advantageous.
Qualifications:
- A minimum of 15 years of experience in private banking or wealth management, with a proven track record in servicing UHNW clients.
- Demonstrated ability to manage a significant book of business, exceeding $300 million in assets under management.
- Strong interpersonal skills and a commitment to client satisfaction.
We look forward to finding a candidate who is ready to make a significant impact in the world of private banking.
