Partners with Wealth Advisors and internal teams to serve Wilmington Trust’s ultra-high net worth clientele by developing and executing customized wealth plans
Job Summary
Partners with Wealth Advisors and internal teams to serve Wilmington Trust’s ultra-high net worth clientele by developing and executing customized wealth plans.
Manages client relationships with UHNW clients having over $50 million in investible assets to ensure high satisfaction and retention.
Maintains compliance with company risk and regulatory standards while fostering strong partnerships with clients and advisors.
Matching Summary
Partners with Wealth Advisors and internal teams to serve Wilmington Trust’s ultra-high net worth clientele by developing and executing customized wealth plans.
Salary
Base: $153,700.00 - $256,100.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
UHNW client relationship management
strategic wealth planning
client satisfaction and retention
collaboration with internal and external advisors
risk and regulatory compliance
executive engagement coordination
Nice-to-have
mentoring and coaching client advisors
proactive client relationship deepening
participation in new client prospecting
customer intimacy through regular interactions
promoting inclusive workplace culture
Key Requirements
Bachelor’s degree or equivalent experience
Minimum 7 years relevant experience
Deep expertise in planning, investments, banking, fiduciary