Private Wealth Director

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments, serving as a trusted, strategic advisor and coordinator across all aspects of Wealth Management.

Requirements

• Cultivate and manage deep, long-term relationships with clients
• Develop referrals and new business leads
• Build a strong understanding of each client’s unique family dynamics, financial goals, and philanthropic aspirations
• Partner with a team of experts to develop and implement customized Wealth Management strategies
• Review client accounts to assess banking, investment, and advisory needs
• Contribute to organic growth by expanding existing client relationships and sourcing new ones
• Actively participate in the development of new and integrated solutions to meet evolving client needs
• Ensure smooth delivery of new services and communicate emerging client needs
• Incorporate digital solutions and capabilities to enhance the overall client experience