Director Wealth Advisor

Profile

Director, Wealth Advisor
Responsibilities: Proactive and effective relationship management of associated clients, which typically require complex solutions. Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth-related life goals. Design and implement, in collaboration with the client’s professional advisors and SVB partners, a wealth plan integrating wealth management, wealth transfer, and tax efficiency goals. Support and supplement modeling of wealth plans for ultra-high net worth clients. Work in close collaboration with the Portfolio Manager, Trust Officer, Banker, and other SVB professionals in the implementation of the client’s wealth plan. Monitor and periodically update client wealth plan. Provide active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new Boston Private products and services. Ensure appropriate relationship documentation as well as tracking in CRM. Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks. Perform other duties as assigned.

Company info

Sign Up Now - EmploymentCrossing.com