Private Wealth Director
Core
Leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments, serving as a trusted strategic advisor and coordinator across all aspects of Wealth Management.
Role type
Senior Private Wealth Director
Builds
Holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
relationship management, portfolio management, wealth structuring, tax planning, estate planning, family governance, sales, negotiation, financial strategy development
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM
Technologies
digital solutions
Responsibilities
Cultivate and manage deep, long-term client relationships; develop referrals and leads from internal and external sources; understand client family dynamics, financial goals, and philanthropic aspirations; work with experts to develop customized Wealth Management strategies; orchestrate specialists to provide holistic financial services; develop tailored meeting agendas and presentations; review accounts to determine banking, investment, and advisory needs; contribute to organic growth by expanding current relationships and sourcing new ones; participate in developing new integrated solutions; bring in experts and close sales; ensure smooth delivery of new services; incorporate digital solutions to enhance client experience.
Seniority
Senior, hands-on IC