Sr. UHNW Sales Specialist - Executive Director
Core
Support Private Bankers and Financial Advisors in business development, lending origination, and deposit strategy for Ultra High Net Worth clients.
Role type
Senior Individual Contributor Sales Specialist (UHNW)
Builds
UHNW lending and deposit solutions
Domain
Wealth Management / Private Banking
Required skills
UHNW lending origination, credit analysis, securities-based lending, mortgage products, commercial real estate lending, liquidity management, business development, client profiling, transaction structuring, team mentorship
Preferred skills
Advanced degree, experience influencing business development across multiple advisors
Technologies
None stated
Responsibilities
Partner with Private Bankers and Financial Advisors to identify and execute UHNW lending and deposit opportunities; Lead advisor engagement efforts to profile client bases and develop business plans; Serve as a subject matter expert providing education and strategic consultation on UHNW solutions; Mentor UHNW Specialists (VP) to grow skill sets; Interview prospects and clients in joint meetings; Pre-screen transactions and manage client expectations.
Seniority
Senior, hands-on IC