Senior Financial Advisor - Wealth Management (Wirehouse Bank)

Company Overview:

• We are a leading Wirehouse Bank, providing comprehensive financial services to high-net-worth individuals and businesses. With a strong reputation for excellence, we are committed to delivering personalized financial solutions and exceptional client service.

Position Summary:

• We are seeking a highly experienced and motivated Senior Financial Advisor with a large portable book of business in Wealth Management to join our team at Wirehouse Bank. The ideal candidate will have a proven track record of success in managing ultra-high-net-worth clients, a deep understanding of financial markets and investment strategies, and exceptional relationship management skills. As a Senior Financial Advisor, you will be responsible for providing personalized financial advice and guidance to clients, managing their investment portfolios, and driving business growth.

Responsibilities:

• Manage a large portfolio of ultra-high-net-worth clients, ensuring their financial goals and objectives are met
• Develop and implement comprehensive financial plans tailored to each client's unique needs
• Provide expert advice on investment strategies, retirement planning, tax optimization, estate planning, and other financial matters
• Conduct thorough financial assessments to understand clients' risk tolerance, time horizon, and financial situation
• Monitor and review clients' investment portfolios regularly, making necessary adjustments based on market conditions and client goals
• Stay updated on market trends, economic developments, and regulatory changes to provide accurate and up-to-date advice
• Build and maintain strong relationships with clients, delivering exceptional service and addressing their financial needs
• Collaborate with internal teams to leverage resources and provide holistic financial solutions to clients
• Actively prospect for new clients and generate new business opportunities through referrals and networking
• Stay compliant with industry regulations and internal policies, ensuring client confidentiality and data security

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field. 
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is highly desirable
• Proven track record of success in managing ultra-high-net-worth clients within a Wirehouse Bank or similar environment
• Deep knowledge of investment products, financial markets, and Wealth Management strategies
• Excellent analytical skills with the ability to interpret complex financial data
• Strong communication and interpersonal skills to build rapport with clients and effectively convey financial concepts