Relationship Advisor, Wealth Management
Core
Manages complex wealth management relationships for high net worth (HNW) and ultra-high net worth (UHNW) clients, delivering fiduciary and administrative services.
Role type
Senior IC Relationship Advisor (Wealth Management)
Builds
Client relationships and advisory solutions for HNW/UHNW portfolios
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
fiduciary knowledge, estate planning, tax law, investment principles, client relationship management, business development, mentoring, risk management
Preferred skills
experience with HNW/UHNW clients, managing portfolios over $1M-$1B AUM, JD, CFP, CPWA
Technologies
N/A
Responsibilities
Manage assigned account base of wealth management clients; lead client conversations for life-driven wealth management; cultivate relationships with referral sources and external advisors; teach and mentor less experienced partners; implement complex initiatives involving multiple disciplines
Seniority
Senior, hands-on IC