Private Wealth Advisor II
Core
Primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management integrating banking, investments, and financial planning.
Role type
Senior Private Wealth Advisor (Relationship Manager)
Builds
Integrated financial solutions, investment portfolios, and banking products for HNW/UHNW clients
Domain
Financial Services / Wealth Management
Required skills
Strategic relationship management, Business development, Financial planning, Client service, Risk management, Networking
Preferred skills
MBA certification, Certified Financial Planner (CFP)
Technologies
N/A
Responsibilities
Develop and execute business development strategies and sales targets; Act as primary contact for assigned client relationships; Design and implement investment portfolios and wealth planning strategies; Coordinate multi-disciplinary teams for holistic financial advice; Produce client reports and conduct annual reviews; Ensure adherence to regulatory and risk management frameworks.
Seniority
Mid-Senior, hands-on IC
