Senior Relationship Advisor, Wealth Management
Core
Manages complex wealth management relationships for high net worth (HNW) and ultra-high net worth (UHNW) clients, delivering fiduciary and administrative services.
Role type
Senior Relationship Advisor (Wealth Management)
Builds
Client relationships and advisory solutions for HNW/UHNW individuals, families, and institutions
Domain
Wealth Management / Trust & Estate Planning
Deliverable
client delivery
Required skills
fiduciary knowledge, trust and tax law expertise, estate planning techniques, financial planning, asset management, investment principles, client relationship management, business development, mentoring, leadership
Preferred skills
JD, CFP, CPWA designations, experience with portfolios over $1M-$1B AUM
Technologies
NT resources, fiduciary standards platforms
Responsibilities
Manage assigned account base and develop understanding of client needs and goals; lead client conversations on life-driven wealth management and regulatory changes; cultivate relationships with referral sources and external advisors; travel to meet clients; teach and mentor less experienced partners; implement complex multi-disciplinary initiatives
Seniority
Senior, hands-on IC with leadership responsibilities