Wealth Strategist
Core
Client development sales executive responsible for cultivating new relationships with ultra-high net worth individuals, families, and institutions to drive wealth management business growth.
Role type
Senior business development sales executive (wealth management)
Builds
New client relationships and investment management accounts for UHNW clients
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Business development, sales and relationship management, consultative selling, estate planning knowledge, tax planning strategies, fiduciary services knowledge, client profiling, network cultivation
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 internal teams; cultivate networks of Centers of Influence including attorneys and CPAs; engage in local civic and philanthropic organizations; profile client financial landscapes to deliver tailored solutions.
Seniority
Senior, hands-on IC