Wealth Management Professional
4 days ago
Citizens Private Bank is looking for a skilled Wealth Management Professional to manage the financial well-being of ultra-high net worth (UHNW) clients. As a key member of our team, you will work closely with internal teams to deliver exceptional wealth management services.
This role requires a strong ability to understand client financial objectives, risk tolerance, and long-term goals. You will assist in creating and implementing bespoke wealth management strategies that address the complex needs of UHNW clients.
Responsibilities:
- Client Onboarding: Ensuring a seamless onboarding process for new UHNW clients, including setting clear expectations and developing tailored wealth management plans.
- Wealth Strategy Implementation: Collaborating with the Senior Wealth Advisor and internal teams to implement wealth management strategies, ensuring alignment with client goals and risk tolerance.
- Relationship Building: Building and maintaining strong, lasting relationships with UHNW clients, leveraging your expertise to provide value-added services.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field (CFP preferred or Series 65).
- 5+ years of experience in wealth management, financial planning, or a related field, with a focus on UHNW clients.
- Strong knowledge of investment products, estate planning strategies, and tax optimization for UHNW individuals.
- Excellent communication and interpersonal skills with the ability to build trust and rapport with UHNW clients.
- Proven track record in business development and client relationship management.
Estimated Salary: $120,000 - $180,000 per year.
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