Senior Wealth Advisor

hace 4 semanas


San José del Valle, España TCG Group Holdings LLP A tiempo completo

We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor. TCG Advisors is a leading RIA in Private Wealth and Institutional business. The ideal candidate will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships with partners. This individual would work directly in conjunction with the Managing Director and play an integral role in growing our private client business focused on servicing high net worth individuals and their families.

Specific responsibilities include, but are not limited to:

  1. Developing new client relationships through contacts and networking
  2. Developing business through retail custodial branches and institutional clients
  3. Servicing and advising clients relative to their wealth management and investment needs
  4. Representing the firm in a positive and professional manner
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