Financial Advisor – Houston

Our clients are seeking top Financial Advisors.

 

Responsibilities

  • A domestic or global book of clients with at least $150MM in assets.
  • The advisor will have a Hunter’s mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in LATAM and the US.
  • There will also be responsibility for maintaining and further developing a book of existing business.
  • Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
  • Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.
  • The candidate’s performance will be measured by objectives using specific financial and client satisfaction objectives.

 

Qualifications

  • Significant experience in Private Banking & Wealth Management working with Ultra High Net individuals and families.
  • Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
  • Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
  • Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
  • Strong relationship management and team building skills; views team concept as critical to model.
Upload your CV/resume or any other relevant file. Max. file size: 2 MB.