Relationship Director

Tasks

• The Global Wealth Team assists ultra-high-net-worth individuals who hold financial assets totaling more than $10 million but no more than $100 million.
• Managing the ongoing relationship development for a private client portfolio consisting of ultra-high-net-worth individuals and companies.
• Planning and implementation of high-quality, well-designed, and personalized full-service relationship management solutions.
• Providing access to wealth protection strategies that align with clients' investment goals to help them protect their families and their legacies.
• Achieving business goals for customer growth, revenue, and profit, as well as developing your own skills.
• Build long-term, trustworthy, and valuable relationships by managing stakeholder relationships across multiple teams to ensure a smooth and seamless customer experience.

Requirements

• A bachelor's degree and at least two to three years of experience in wealth management.
• Experience working with ultra-high-net-worth individuals and family offices; managing relationships and client needs.
• Experience in the ultra-high-net-worth investor segment and a solid understanding of complex financial services, investment products, and services.