Investment Banking Vice President | Wealth Advisory
About Us: Our client is a strong boutique investment bank dedicated to providing innovative financial solutions. With a strong history of dealmaking in the Wealth Advisory space, they are looking for market experts to join the team and continue its growth.
Job Summary: Our client is seeking a dynamic and experienced Vice President to join their Wealth Advisory team. The ideal candidate will have a strong background in investment banking, with a focus on wealth management and advisory services. This role involves developing and maintaining relationships with high-net-worth clients, providing tailored investment advice, and driving business growth.
Key Responsibilities:
- Develop and maintain relationships with high-net-worth clients, understanding their financial goals and risk tolerance.
- Conduct thorough financial analysis and market research to support investment recommendations.
- Identify new business opportunities and drive growth within the Wealth Advisory division.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA preferred.
- Minimum of 7-10 years of experience in investment banking, wealth management, or related field.
- Proven track record of managing high-net-worth client relationships and delivering exceptional service.
- Strong analytical skills and ability to conduct detailed financial analysis.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
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