Senior Private Wealth Strategist

About the role

This position ensures that Private Wealth accounts are administered appropriately and works closely with clients, their professional advisors, and their account’s portfolio manager.

Responsibilities

• Maintains a high level of contact with major client relationships.
• Administers assigned accounts of medium to high complexity and works with portfolio managers to ensure appropriate asset allocations and frequency of review meetings.
• Collaborates with other bankers and professionals in legal and accounting fields to develop new trust and investment management clients.
• Ensures appropriate accountings are provided to necessary parties.
• If in a Team Lead role, handles supervisory duties including hiring, performance management, salary recommendations, training, and skill development of staff.
• Assists in budget preparation.
• Participates in civic, community, banking, trust, and legal organizations.
• Ensures compliance with applicable laws, regulations, policies, and procedures, including required compliance training.
• Performs other duties and responsibilities as assigned.

Requirements

• Ability to read and comprehend simple instructions, correspondence, and memos.
• Ability to read, interpret, and analyze documents such as procedure manuals, business correspondence, journals, government regulations, financial reports, and legal documents.
• Ability to write business correspondence, routine reports, procedures, and responses to customer complaints or regulatory agencies.
• Ability to effectively present information in one-on-one and small group settings.
• Good oral and written communication skills.
• Good problem-solving skills with the ability to develop creative solutions.

Qualifications

• BS/BA Degree (4-year) from an accredited university/college, or
• Six or more years of experience in wealth management.
• Specialized training or courses related to investments, financial planning, estate administration, or other trust-related fields is helpful.

Skills

• Proficiency in MS Word, Excel, and Outlook.