Key Private Bank Family Wealth Strategist
Core
Lead advisor for Ultra High Net Worth (UHNW) families with $25MM+ in investible assets, orchestrating complex financial strategies and delivering white-glove client experiences across generations.
Role type
Senior IC Family Wealth Strategist
Builds
Holistic wealth solutions including investment management, trust services, and banking solutions for UHNW families
Domain
Private Banking / Family Office / Wealth Management
Required skills
UHNW client prospecting, multi-generational wealth strategy development, tax and estate planning, philanthropic strategy, new business acquisition, client onboarding, relationship management
Preferred skills
CFP certification, CFA certification, industry speaking experience, CRM proficiency, financial planning software expertise
Technologies
Microsoft Office Suite, CRM systems, financial planning software
Responsibilities
Serve as primary advisor for UHNW families, lead development of comprehensive wealth strategies, collaborate with internal specialists to deliver holistic solutions, proactively source new relationships through Centers of Influence, drive revenue growth through new business acquisition, lead client onboarding, engage and retain next-generation family members
Seniority
Senior, hands-on IC
