Wealth Strategist/ Client Development Sales Director
Core
Cultivating new relationships with ultra-high net worth individuals, families, and institutions to develop business for wealth management planning and solutions sales.
Role type
Senior client development sales executive (business development)
Builds
New client relationships and investment management accounts for UHNW clients
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Business development strategy, relationship management, consultative sales approach, estate and tax planning knowledge, fiduciary services knowledge, client profiling, network cultivation, analytical skills
Preferred skills
CFP, CFTA, CFA, CIMA designations
Technologies
None stated
Responsibilities
Identify prospective clients and convert prospects to clients, manage transition of ongoing client contact to specialist teams, engage as a leader for local civic and philanthropic organizations, cultivate internal and external networks of Centers of Influence
Seniority
Senior, hands-on IC
