Private Wealth Director
About this role
Job title: Private Wealth Director
About the Role Private Wealth Director responsible for cultivating deep, long-term client relationships and delivering holistic wealth management solutions for sophisticated clients. You will coordinate a team of experts to develop tailored strategies, oversee delivery of services across wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services, and drive growth.
What You'll Do
- Cultivate and manage deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
- Develop referrals and leads from internal and external sources including centers of influence working with clients.
- Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations.
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