Sr. UHNW Sales Specialist - Executive Director
Core
Senior sales specialist supporting Private Bankers and Financial Advisors in business development, lending origination, and deposit gathering for Ultra High Net Worth clients.
Role type
Senior IC sales specialist (UHNW lending & deposits)
Builds
UHNW lending products (mortgage, securities-based, non-purpose) and deposit solutions
Domain
Wealth Management / Private Banking / UHNW Financial Services
Deliverable
client delivery
Required skills
UHNW lending origination, credit analysis, new business development, securities-based loans, residential mortgage products, home equity lines of credit, commercial real estate lending, liquidity management, deposit gathering, tailored lending strategies
Preferred skills
Advanced degree, commercial banking experience
Technologies
None stated
Responsibilities
Partner with Private Bankers and Financial Advisors to profile client bases and identify banking opportunities; Lead execution of UHNW deposit initiatives and capture liquidity opportunities; Structure sophisticated client depository strategies; Drive growth across UHNW lending products; Serve as subject matter expert for UHNW lending and deposit solutions; Mentor UHNW Specialist (VP) team members; Interview prospects and clients in joint meetings; Pre-screen transactions and manage client expectations
Seniority
Senior, hands-on IC