Private Wealth Management Private Wealth Advisor
Core
Advise high and ultra high net worth clients on holistic wealth, estate planning, investments, banking, credit, insurance, and charitable giving to help them achieve financial objectives.
Role type
Private Wealth Advisor (Senior IC)
Builds
Client relationships and financial strategies for high-net-worth individuals and families
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Relationship management, business development, investment knowledge, estate planning expertise, banking and credit knowledge, trust services knowledge, strategic partnership development, client profiling, complex concept simplification
Preferred skills
CFA or CFP designation, established network in specific client segments, experience organizing specialist teams
Responsibilities
Identify, close, and deepen client relationships; frame and acquire new client relationships; retain existing clients; act as a conduit for strategic partners in the region
Seniority
Senior, hands-on IC