Wealth Advisor, Top Wealth Management Firm, Offices across the USA

Core Responsibilities

• Proactively prospect and acquire HNW and UHNW individuals and entrepreneurs with a minimum of 5 years experience as a PWA.
• Assume full ownership of generating sustainable Net New Assets (NNA) and expanding AUM.
• Serve as a trusted advisor, working alongside internal specialists (investment, wealth structuring, tax and succession experts) to provide bespoke wealth solutions.
• Enforce strict adherence to the US regulatory framework overall, to AML/KYC regulations and internal risk policies specifically.
• Conduct ongoing portfolio reviews and monitor financial markets to ensure investment allocations match client risk profiles and time horizons.

Entrepreneurial Drive

• A strong business developer/hunter mindset, commercial drive, and excellent negotiation and networking abilities.

Regulatory Knowledge

• Deep knowledge of local and international private banking standards and cross-border regulatory frameworks.

Qualifications

• Degree in business, economics, finance, banking, real estate, law, marketing or other related disciplines.
• A master’s or an advanced degree is an additional advantage.