Sr. UHNW Sales Specialist - Executive Director
Core
Senior sales specialist supporting Private Bankers and Financial Advisors to drive business development, lending, and deposit growth for Ultra High Net Worth (UHNW) 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
Required skills
UHNW lending origination, credit analysis, new business development, securities-based loans, residential mortgages, home equity lines of credit, commercial real estate lending, liquidity management, tailored lending strategies
Preferred skills
Advanced degree, mentoring junior specialists
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 pre-screen transactions.
Seniority
Senior, hands-on IC