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 IC Wealth Manager / Team Lead
Builds
Investment, lending, cash, and trust solutions for private clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Relationship Management, Investment Consulting, Business Development, Team Leadership, Performance Management, Financial Planning
Preferred skills
Change management experience
Technologies
Digital wealth management platforms
Responsibilities
Develop client base and maintain existing relationships, lead wealth advice interactions, manage new business targets, coach and mentor team members, drive performance management
Seniority
Director level, hands-on IC with team leadership