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 (financial planning)
Builds
Financial planning advice, estate/wealth transfer plans, and client engagement strategies
Domain
Private banking / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Holistic financial planning, complex estate and wealth transfer modeling, multi-generational planning, goals-based planning process, coaching relationship managers, CRM proficiency, financial planning software (MoneyGuide, Wealth Studios)
Preferred skills
Business succession planning, executive compensation planning, portfolio management, thought leadership development
Technologies
MoneyGuide, Wealth Studios, CRM tools
Responsibilities
Lead advanced planning conversations on risk management and estate planning; collaborate with relationship managers to identify client life events and planning opportunities; coach relationship managers on planning acumen; develop internal and external planning content; contribute thought leadership to the wealth institute
Seniority
Senior, hands-on IC