Overview In this role you act as the primary relationship manager for HNW and UHNW clients, delivering integrated wealth management and banking solutions. You support cross-functional teams to craft personalized financial plans and investment strategies that align with client goals. You will identify growth opportunities within existing relationships while coordinating multi-disciplinary teams to execute complex client solutions. You drive client retention, regulatory compliance, and risk-aware advisory, contributing to the firm's strategic wealth management objectives.
Compensation / Benefits- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
Responsibilities- Serve as the primary owner of client relationships and coordinate across specialists to deliver comprehensive wealth solutions
- Lead development and presentation of client proposals, plans, and reviews
- Conduct Annual Client Reviews to reassess needs and enhance client experience
- Identify cross-selling opportunities and drive wallet share within existing portfolios
- Develop and execute regional business development strategies and routes to market
- Ensure timely execution of transactions and regulatory/compliance adherence
- Produce client reports and dashboards; monitor risk and client at-risk indicators
- Lead/participate in change management and strategic initiatives across the business
- Mentor junior team members and share wealth solutions expertise across the region
- Collaborate with internal/external stakeholders to deliver integrated advice (tax, trust, insurance)
- Maintain up-to-date knowledge of industry trends and regulatory requirements
- Design tools/training to support delivery of business results
- Act as central point of contact for clients, delivering personalized advice and holistic planning
Key requirements- 7+ years of relevant experience in wealth management or related field
- Post-secondary degree in related field; MBA preferred; CFP preferred
- Experience serving HNW clients and broad wealth management knowledge
- Deep knowledge of bank products and advisory services
- Strong strategic relationship management and cross-functional collaboration skills
- Ability to analyze data, develop insights, and translate into actionable initiatives
- Strong networking and business development capabilities
- Regulatory, legal, and ethical compliance awareness
- Advanced financial planning and investment portfolio design skills
- Complaint/problem-solving and client service orientation
- Strategic thinking
- Relationship-building
- Communication
- Financial planning
- Portfolio construction
- Risk management frameworks
