About this role

Serves as the primary relationship manager for HNW and UHNW clients
Delivers a comprehensive wealth management experience integrating banking solutions, investment strategies, and holistic financial planning
Coordinates multi-disciplinary teams for creative solutions
Identifies growth opportunities within existing client relationships
Drives complex acquisition strategies through partnerships
Develops and executes business development strategy and sales targets
Enhances presence in the marketplace through collaborations

Typically 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 clients and equivalent knowledge base
Broad knowledge of all facets of wealth management
In-depth / expert knowledge of Bank products, services and capabilities
Advanced Proficiency in Strategic relationship management, Networking, Business Development, Commercial acumen, Financial planning, Client service, Collaboration, Customer Service, Problem Solving

Wealth Advisor Director

Key skills