Wealth Advisor
Core
Provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships, delivering holistic financial planning solutions.
Role type
Senior Wealth Advisor (Relationship Manager)
Builds
Integrated financial solutions and business development strategies for High Net Worth clients
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Business development, client relationship management, financial planning, stakeholder coordination, risk management, strategic analysis, performance monitoring, change management, training program design, regulatory compliance
Preferred skills
MBA certification, Certified Financial Planner (CFP), experience with High Net Worth clients
Technologies
Financial planning tools, reporting dashboards, risk management frameworks
Responsibilities
Develop and execute business development strategies and sales targets; act as primary Relationship Manager for assigned clients; lead annual client reviews and produce value reports; coordinate subject matter experts to craft creative solutions; identify client needs and facilitate issue resolution; share expertise across the regional team; ensure alignment between banking, trust, and investment disciplines; monitor performance and address issues; design change management plans and communication strategies; develop training programs; follow risk and compliance processes.
Seniority
Senior, hands-on IC with strategic oversight