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Wealth Manager (Private Banking Sector) - Jupiter

Company: Metropolitan Investment
Location: Jupiter
Posted on: December 1, 2018

Job Description:

Metropolitan Investment is a leading Polish Investment firm and developer, expanding its operations into the U.S. market. Through research and acquisition, we offer unique and diversified investments with high-yielding returns to our high net worth clientele. Our talent consists of over 200 employees and 70 wealth managers, all working together to support our global activities. The key to our success is our team of individuals who believe in building lasting relationships, are forward-thinking and have an entrepreneurial spirit. Right now we are looking for: Wealth Manager (Private Banking Sector) Overall purpose of the role: Wealth management encompasses a wide range of fields, such as financial planning, investment management, and financial advice. Depends on experience we are looking for Senior WM/ WM/ Senior Associate Main Roles & Responsibilities:

  • Identifying and acquiring clients from the Private sector
  • Delivering a consistent and tailored wealth management service
  • Determining clients' needs and financials abilities to propose solutions that suit them
  • Developing long term, in-depth relationships with clients
  • Managing and coordinating the Investment Specialists' team Requirements:
    • Book of business 2M to 100M + Assets Under Management
    • 50-500 clients in book desired
    • Diverse backgrounds (Spanish- Jewish-Asian-Middle East)
    • Strong presenters and desired relationship building skills with high net worth clients
    • Community presence-members Chambers and Organization
    • Financial industry and product knowledge preferred What we offer:
      • Income based products
      • Profitable commission structure
      • Seminars, conferences, events, travel costs
      • Opportunity to earn 750k-1m $ per year

        Keywords: Metropolitan Investment, Jupiter , Wealth Manager (Private Banking Sector) - Jupiter, Executive , Jupiter, Florida

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