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
Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives, and develops and executes the business development strategy, sales targets, and sales results for the assigned region.
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, commercial acumen, financial planning, client service, collaboration, customer service, problem-solving, and advanced knowledge of all facets of wealth management.
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
- Dental insurance
- Vision insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
]]>