Key Private Bank Senior Wealth Planner
Core
Deliver holistic financial planning and advanced wealth transfer strategies to ultra-high net worth clients and prospects.
Role type
Senior IC wealth planner
Builds
Comprehensive financial plans, estate strategies, and client engagement programs
Domain
Private banking / Wealth management
Required skills
Holistic financial planning, complex estate and wealth transfer modeling, multi-generational planning, coaching relationship managers, CRM proficiency, goals-based planning process
Preferred skills
Portfolio management, executive compensation planning, business succession planning, advanced planning tools (MoneyGuide, Wealth Studios)
Technologies
MoneyGuide, Wealth Studios, CRM tools
Responsibilities
Lead advanced planning conversations for UHNW clients, collaborate with relationship managers to deepen client relationships, develop internal and client-facing planning content, coach relationship managers on planning acumen, contribute thought leadership to the Wealth Institute
Seniority
Senior, hands-on IC
