Private Wealth Director
Core
Leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments, serving as a trusted strategic advisor and coordinator across all aspects of Wealth Management.
Role type
Senior Private Wealth Director
Builds
Holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Relationship management, Portfolio management, Wealth structuring, Tax planning, Estate planning, Family governance, Strategic advisory, Client retention, Business development
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM
Technologies
Digital solutions for client experience
Responsibilities
Cultivate deep long-term client relationships as the central point of contact; Develop referrals and leads from internal and external sources; Work with experts to implement customized Wealth Management strategies; Orchestrate specialists to provide holistic financial services; Develop tailored meeting agendas and presentations; Review accounts to determine banking, investment, and advisory needs; Contribute to organic growth by expanding current and sourcing new relationships; Incorporate digital solutions to enhance client experience.
Seniority
Senior, hands-on IC