Wealth Strategist
Bank of America · Houston, TX · 2 wk ago
Finance$50/hrFull-time
Core responsibilities
- Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients.
- Design, create and effectively deliver presentation pieces for client meetings and national events.
- Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
- Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
- May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
- Aid in the retention of UHNW relationships.
Skills
- Business Development
- Critical Thinking
- Oral Communications
- Presentation Skills
- Wealth Planning
- Active Listening
- Collaboration
- Customer and Client Focus
- Pipeline Management
- Written Communications
- Adaptability
- Attention to Detail
- Issue Management
- Prioritization
Desired Skills
- 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals
- Strong Tax, legal research and writing skills
- Series 7 & 66 or the ability to obtain these within 120 days
- Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)
Minimum Education Requirement
Law degree required
Shift
1st shift (United States of America)
Hours Per Week
40