Private Wealth Director
Core
Cultivates deep, long-term relationships with sophisticated individuals, families, and institutions to navigate complex financial needs and develop customized Wealth Management strategies.
Role type
Senior Private Wealth Director (IC)
Builds
Holistic financial services including wealth structuring, credit facilities, asset management, and tax services for high-net-worth clients.
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Relationship management, portfolio management, wealth structuring, tax planning, estate planning, family governance, strategic planning, sales, negotiation, cross-functional collaboration
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM
Technologies
Digital solutions for client experience
Responsibilities
Develops tailored meeting agendas and presentations with proactive advice; orchestrates specialists to provide holistic services; reviews accounts to determine banking, investment, and advisory needs; contributes to organic growth by expanding relationships; incorporates digital solutions to enhance client experience.
Seniority
Senior, hands-on IC