Director, Family Office Solutions
Core
Leads and cultivates complex Ultra High Net Worth (UHNW) client relationships, serving as a trusted strategic advisor and coordinator across all aspects of wealth management.
Role type
Director, Family Office Solutions
Builds
Customized wealth management strategies and holistic financial services for UHNW clients
Domain
Wealth Management / Family Office
Deliverable
client delivery
Required skills
UHNW relationship management, wealth planning, investment strategy, banking, trust services, financial consulting, negotiation, leadership, sales, cross-selling, philanthropic planning, wealth transfer, tax services
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM
Technologies
Digital solutions for client experience
Responsibilities
Cultivate deep long-term relationships with UHNW clients; develop referrals from internal and external sources; understand client family dynamics and financial goals; orchestrate specialists for wealth structuring, credit, asset management, insurance, and tax services; develop tailored meeting agendas and presentations; review accounts to identify enhancement opportunities; contribute to organic growth by expanding relationships; close deals and ensure smooth service delivery.
Seniority
Director, Senior Leadership