Director, Wealth Manager
Core
Lead business targets, deliver net revenue and asset growth, and manage client relationships for private clients including professionals, inheritors, and business owners.
Role type
Senior Individual Contributor (Director) Wealth Manager
Builds
Investment, financial planning, trust, credit, and banking solutions
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client relationship management, business development, financial planning, investment consulting, performance management, team leadership, regulatory compliance (CIB/CISI/CII)
Preferred skills
Experience in organizations undergoing significant change
Technologies
Digital wealth management platforms
Responsibilities
Develop client base and maintain existing relationships, lead wealth advice interactions, manage business targets and growth, coach and mentor team members, drive digital adoption
Seniority
Director level, hands-on leadership