Wealth Advisor, Director
Core
Primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management integrating banking, investment strategies, and holistic financial planning.
Role type
Director-level Wealth Advisor (IC)
Builds
Integrated financial solutions including credit facilities, investment portfolios, and wealth planning strategies for HNW/UHNW clients.
Domain
Wealth Management / Private Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic relationship management, Business Development, Financial planning, Commercial acumen, Risk management, Regulatory compliance
Preferred skills
MBA certification, Certified Financial Planner (CFP)
Technologies
None explicitly stated
Responsibilities
Drive complex acquisition strategies through cross-functional partnerships, develop and execute regional business development strategies, lead annual client reviews to evaluate needs and implement experience improvements, produce client reports and dashboards assessing value and retention risk, make recommendations to senior leaders on strategy and new initiatives, oversee design and implementation of tools and training to deliver business results.
Seniority
Director, strategic leadership & mentorship
