Private Wealth Director
Core
Lead and cultivate deep, long-term client relationships as a trusted strategic advisor for complex financial needs, driving organic growth through retention and new business sourcing.
Role type
Senior IC Private Wealth Director
Builds
Holistic wealth management strategies and services for high-net-worth individuals and families
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
relationship management, portfolio management, wealth structuring, tax planning, estate planning, family governance, negotiation, presentation skills
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM
Technologies
digital solutions for client experience
Responsibilities
Develop customized Wealth Management strategies with expert teams, orchestrate specialists for holistic service delivery, review client accounts to anticipate needs, expand existing relationships and source new ones, incorporate digital capabilities to enhance client experience
Seniority
Senior, hands-on IC
