About this role

Responsible for sourcing and acquiring new private wealth clients
Leverage industry expertise and network to identify opportunities
Foster partnerships and deliver bespoke wealth solutions
Curate and partner with a multidisciplinary team of professionals to design and deliver solutions tailored to client needs
Develop, maintain and grow relationships to generate referrals
Lead and organize promotional events, educational seminars and roundtables
Establish and maintain effective partnerships and teamwork

10+ years of experience in wealth management, private banking or a related field
Proven track record of acquiring and maintaining HNW relationships
Strong network and demonstrated ability to effectively raise assets
Market intelligence by staying abreast of industry trends, competitor activity and industry updates impacting HNW clients
Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days
Exceptional communication (oral and written), presentation and interpersonal skills
Strong organizational skills, ability to multi-task, problem solve and meet deadlines

Private Wealth Business Development Officer

Key skills