Private Wealth Director

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.
• Work with team of experts to develop and implement customized Wealth Management strategies for clients.
• Orchestrate specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develop tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.
• Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.
• Contributes to organic growth by expanding current relationships and sourcing new ones.
• Actively participates in the development of new and integrated solutions to meet client needs.
• Brings in experts, when appropriate, and closes the sales.
• Ensures smooth delivery of new services and communicates emerging needs.
• Incorporates digital solutions and capabilities to enhance the client experience.

What We're Looking For

• Degree or equivalent in Business Administration, Finance, Economics.
• 10 - 15 years industry experience, including significant experience in relationship management and portfolio management.
• MBA or Post-Graduate Degree preferred.
• CFP, CPA, CFA certifications.
• Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance.
• Proven ability to work across multiple disciplines and synthesize complex information.
• Outstanding communication skills with ability to translate technical concepts for various audiences.
• Strong relationship management capabilities and high emotional intelligence.
• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate.

Nice to Have

• MBA or Post-Graduate Degree preferred.
• CFP, CPA, CFA certifications.

Compensation & Benefits

• Not disclosed in the job posting.