I am currently mandated by several clients who are interested in HNW & UHNW private client advisors in the Tri-State area who are looking to relocate to Palm Beach County, port (at least some of) their clients, and then grow this client base from there. These current opportunities are VP to MD/Partner levels at:
2 X HNW & UHNW carve out divisions of wirehouses
2 X National private asset managers with trust capabilities
2 X significant HNW & UHNW RIAs (headquartered in the NE)
Roles vary, but a summary of what is most interesting to these clients is:
5 to 35 years of professional experience in a leading private asset manager, private bank, HNW & UHNW division of a wirehouse, RIA, or MFO.
Demonstrated strong connectivity with an established network—directly with high and ultra-high net worth private clients, their centers of influence (attorneys, accountants and business advisors), foundations, endowments, and family offices. This client base will ideally have strong connectivity to Palm Beach.
Proven success in new client origination, existing client relationship management of sophisticated clients with complex needs, or a combination of both.
Highly experienced in delivering products and solutions within (traditional and alternative) investment management and planning, combined with an unwavering fiduciary mindset.
It can be an individual move, a duo, or an entire team.
Please reach out to conor@globalwealthtalent.com to have a confidential discussion.
Employment type
Full-time
Referrals increase your chances of interviewing at Global Wealth Talent by 2x