Role OverviewServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.
What You Will Do
Coordinates multi-disciplinary teams to craft and execute creative solutions for the client, drives complex acquisition strategies, and develops and executes business development strategy, sales targets, and sales results.
Why It Might Be a Fit
Requires a seasoned professional with a combination of education, experience, and industry knowledge, advanced proficiency in strategic relationship management, networking, business development, and commercial acumen.
Requirements
- Typically 7+ years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- MBA certification preferred
- Certified Financial Planner is preferred
- Experience dealing with HNW clients and equivalent knowledge base
- Broad knowledge of all facets of wealth management
- In-depth / expert knowledge of Bank products, services and capabilities
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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