Wealth Management Professional (Finance)

TL;DR

Wealth Management Professional (Finance): Providing operational support and risk management for client onboarding within the Private Wealth Management division with an accent on facilitating client relationships and account opening. Focus on leveraging financial expertise to support New PWAs and ensuring high-quality client experiences for ultra-high net worth individuals.

Location: Dallas, TX, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm providing comprehensive wealth management plans for ultra-high net worth individuals and institutions.

What you will do

• Support new account onboarding processes for ultra-high net worth clients.
• Provide operational support and risk management to the Private Wealth Management team.
• Collaborate closely with New Private Wealth Advisors (PWAs) to assist their prospects and clients.
• Liaise with various internal departments to facilitate the PWM business.
• Utilize financial background to contribute to business growth and operational efficiency.

Requirements

• Knowledge and background in financial services.
• SIE, Series 7 and 63 certifications are required (must be obtained within three months of employment).
• Ability to work in a fast-paced environment under pressure.
• Strong interest in financial markets and commercial instinct.
• Excellent verbal and written communication and interpersonal skills.
• Strong project management and organizational abilities.