Private Wealth Business Development Officer responsible for sourcing new private wealth clients. Leveraging expertise and relationships to expand wealth solutions collaboratively.
Responsibilities
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
Requirements
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
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
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