Investment Bank / Wealth Manager
OVERVIEW
Established in 1842 as one of the first investment banks in the US, Chiltern Hill is excited to be working with this truly global firm – looking for entrepreneurial advisors to join an independent and holistic wealth management platform in the US and UK.
COMPANY INFORMATION
Investment banking origins with a more recently established wealth management business - dual licenses in the UK (FCA) and the US (FINRA), able to service clients in 177 countries. Their mission is to be the premiere Global Wealth Management Firm empowering clients and advisors by leveraging their unique platform of comprehensive solutions and unbiased advice.
JOB DESCRIPTION
To provide full range of financial services to private and corporate clients - with the appropriate asset allocation mix given their time horizon, risk tolerance, objectives, and overall market conditions:
Fee Based Portfolio Management
Holistic Financial Planning
Corporate Executive Services
Stock Plan Administration
401k/Retirement Plans
Private Equity
Insurance/Risk Management
CANDIDATE PROFILE
On behalf of our client, we’re looking for experienced and qualified (UK and / or US) advisors with an independent and international mindset. Candidates must have a strong track record of building AUM from new and existing U/HNW clients - ideally with an existing book of >$40m AUM with previous twelve months of gross revenue >$300k.
OPPORTUNITY
Full Advisory Platform – in-house Discretionary Models and over 6,000 SMAs.
Investment Banking Referrals for Qualified Advisors.
Full suite of desktop tools including Customizable CRM, Financial Planning and Practice Management software.
Trust Company capabilities.
Full suite of lending solutions.
VIP Access to Senior Management, Research Department and unique Asset Managers.
Worldwide Client Acquisition Capabilities.
Domestic and International Insurance Capabilities.
Top Custodial and Broker Dealer Options.
A simple above average independent level payout for advisors within an open architecture RIA that only independent firms can offer.
Equity ownership which aligns everyone’s interest that only a true partnership can provide.