Role OverviewServes as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.
What You Will Do
Develops and executes business development strategy, sales targets, and sales results; coordinates multi-disciplinary teams to craft and execute creative solutions for clients; acts as the primary Relationship Manager for assigned client relationships.
Why It Might Be a Fit
Requires experience dealing with HNW and UHNW clients, broad knowledge of all facets of wealth management, and deep knowledge of Bank products, services, and capabilities.
Requirements
- Typically between 5 - 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 and UHNW clients
- Broad knowledge of all facets of wealth management
- In-depth knowledge of Bank products, services, and capabilities
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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