What are the responsibilities and job description for the Senior Wealth Strategist position at Financial Recruiters International?
Our client is an award-winning multi-state bank that is expanding its presence in the local market and is dedicated to serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong commitment to excellence, they are building a team of top-tier professionals to deliver personalized wealth management and trust services.
The Opportunity
We are seeking a Senior Wealth Strategist to play a pivotal role in managing the bank’s rapidly expanding HNW and UHNW client segment. This position offers the chance to work directly with elite clients, providing highly personalized financial strategies tailored to their unique needs.
Key Responsibilities
- Develop and execute sophisticated wealth strategies for HNW and UHNW individuals.
- Serve as a trusted advisor, building deep relationships and delivering personalized financial solutions.
- Collaborate with internal teams to optimize wealth management services, estate planning, and trust solutions.
deal Candidate Profile
Education and Experience