Assistant Vice President - Wealth Management - HNI/UHNI (3-15 yrs)
Looking for experienced Wealth Managers. We are offering generous incentive/bonus pay-out.
A wealth-tech platform that is disrupting the traditional wealth management industry with a combination of customer-first philosophy, design thinking, and technology. Our customers include top CEOs to white-collar mass affluent professionals. We have some of the best asset classes in the country with a combination of equity, debt, international, and alternative assets.
We are looking to build a team of superb wealth advisors and managers asap as we enter 2019. Anyone joining this team will have an amazing opportunity to be part of something huge and have an opportunity to have a huge career and personal financial success. Everyone in the team gets ESOPS.
- Experience in managing a large portfolio of Customers & Assets
- Experience in the acquisition of new customers base
- Deep experience in selling to customers on a variety of wealth products
- An ability to think - customer first-
- Responsible for meeting sales targets
- A hunger to personally succeed in a bigger way than possible in a regular job
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