Wealth Advisors
chiltontrust
finance

Job Description:

Daily Responsibilities:


Deliver advice and solutions to Ultra High Net Worth clients to help them achieve desired goals around wealth preservation, investment management, family office services and estate and trust planning Identify and cultivate new client relationships and prospects for the firm Maintain ongoing communication with prospects and existing clients in consultation with the day to day Client Advisors Ability to communicate effectively about the market, available investment products and the entire suite of services available to clients including trust and estate planning, tax planning and family office services Drive business results by building out your network of Centers of Influence Willingness and positive energy to do any other tasks to help build the business of CTC.

Job Requirements:


Minimum 7 years in the wealth, private banking or asset management industry in an advisory/relationship capacity Confident self-starter willing to do what it takes to help build a business Entrepreneurial oriented with energy and drive to cultivate and build relationships with the end goals of the client always in front of mind Ability to communicate effectively about investment options, banking and credit needs with an organized and disciplined approach Strong community presence in local markets Proven ability to exercise good judgment and discretion with sensitive issues Ability to work with a diverse range of work styles and levels in a productive manner Demonstrates how to problem solve and recommend solutions Willingness to travel Bachelors degree required; MBA, JD, CFA, CFP or CTFA preferred

Compensation:


N/A

Job Location(s):


Stamford, Connecticut

Source:

Company Career Section

Competition:

N/A

Is there an interview guide for chiltontrust?

Yes

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ITT is moving from White Plains, New York, to Washington Blvd. in Stamford.

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