$153,700.00 - $256,100.00 annual (usd); not specif...
Serve uhnw clientele
Develop and execute wealth plans
Manage client relationships
Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele
Job Summary
Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele.
Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets.
Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization’s ultra-high net worth client segment.
Matching Summary
Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele.
Salary
$153,700.00 - $256,100.00 Annual (USD); Not specified; Not specified
Skills & Requirements
Must-have
Serve UHNW clientele
Develop and execute wealth plans
Manage client relationships
Maintain service level standards
Understand products and solutions
Nice-to-have
Foster customer intimacy
Promote belonging and brand reflection
Coordinate executive engagement
Key Requirements
Minimum 7 years relevant experience
Bachelor's degree or 11 years combined education/experience
Deep expertise in planning, investments, banking, fiduciary