Private Wealth Strategist | Strategic Client Relationships
Core
Trusted relationship owner coordinating holistic wealth strategies for business owners, executives, and investors across financial planning, lending, property, and legal.
Role type
Senior Private Wealth Strategist (Strategic Client Relationship)
Builds
Coordinated long-term wealth strategies and client journeys
Domain
Private Wealth / Financial Services
Deliverable
client delivery
Required skills
Strategic thinking, Emotional intelligence, Client relationship management, Cross-functional coordination, Goal setting, Commercial acumen
Preferred skills
Background in financial services, banking, or professional services
Responsibilities
Leading discovery and goal-setting conversations, Building trusted long-term client relationships, Coordinating strategies across multiple specialist disciplines, Ensuring recommendations align with overall client strategy, Acting as the central point of contact for the client journey
Seniority
Senior, hands-on IC