Director II, Family Office Solutions
Core
Leads and cultivates complex Ultra High Net Worth (UHNW) client relationships, serving as a trusted strategic advisor and coordinator across all aspects of wealth management.
Role type
Director II, Family Office Solutions
Builds
Customized wealth management strategies and holistic financial services for UHNW clients
Domain
Wealth Management / Family Office
Deliverable
client delivery
Required skills
UHNW relationship management, wealth structuring, credit facilities, asset management, budgeting, insurance, charitable giving, wealth transfer, tax services, negotiation, leadership, sales, business acumen
Preferred skills
CFP, CPA, CFA, CTFA, CFM certification, MBA or Post-Graduate Degree
Technologies
digital solutions
Responsibilities
Cultivate and manage deep, long-term relationships with UHNW clients; Develop referrals and leads from internal and external sources; Work with team of experts to develop and implement customized wealth management strategies; Orchestrates specialists to provide holistic financial services; Develops tailored meeting agendas and presentations; Reviews accounts to determine banking, investment and advisory needs; Contributes to organic growth by expanding current relationships and sourcing new ones; Actively participates in the development of new and integrated solutions; Brings in experts, when appropriate, and closes deals; Incorporates digital solutions and capabilities to enhance the client experience.
Seniority
Director, strategic advisor & coordinator
