Job Description
Requisition ID: 241753
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.
The Wealth Manager is a non-registered senior relationship manager and is responsible for representing a total wealth offering to high net worth (HNW) and ultra-high net worth (UHNW) private wealth clients. The Wealth Manager will support clients to achieve their life and financial goals through close collaboration with the team of experts in the Centralized Registrant & Investment Advisory Team (CRIA) who will act as Registrant and recommend solutions for client’s short- and long-term holistic wealth management and investment growth ...