Senior Wealth Strategist

Our client is an award-winning multi-state bank that is expanding its presence in the local market and is dedicated to serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong commitment to excellence, they are building a team of top-tier professionals to deliver personalized wealth management and trust services.The OpportunityWe are seeking a Senior Wealth Strategist to play a pivotal role in managing the bank's rapidly expanding HNW and UHNW client segment. This position offers the chance to work directly with elite clients, providing highly personalized financial strategies tailored to their unique needs.Key ResponsibilitiesDevelop and execute sophisticated wealth strategies for HNW and UHNW individuals.Serve as a trusted advisor, building deep relationships and delivering personalized financial solutions.Collaborate with internal teams to optimize wealth management services, estate planning, and trust solutions.Ideal Candidate ProfileExtensive experience in wealth management, trust, and estate planning in a Bank environment.Proven track record of working with high-net-worth clients.Strong financial acumen and deep understanding of wealth strategy development.Ability to thrive in a client-focused, relationship-driven environment.Education and ExperienceBachelor's in Finance, Economics, Financial Planning or a related field.CFP, JD, CPA, MBA, Preferred but not required.

Created: 2025-02-19