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
Senior IC Director, 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 planning, investment strategy, banking, trust services, financial consulting, negotiation, leadership, sales, business acumen
Preferred skills
MBA, Post-Graduate Degree, CFP, CPA, CFA, CTFA, CFM
Technologies
Digital solutions for client experience
Responsibilities
Cultivate deep long-term relationships with UHNW clients; Develop referrals and leads from internal and external sources; Work with experts to develop customized wealth management strategies; Orchestrate specialists for wealth structuring, credit, asset management, insurance, and tax services; Develop tailored meeting agendas and presentations; Review accounts to determine banking and investment needs; Contribute to organic growth by expanding relationships; Incorporate digital solutions to enhance client experience.
Seniority
Director, strategic leadership & execution