Wealth Director (Business Development Officer) – Wealth Management
: Job Details :

Securing new business from high-net-worth (HNW) individuals, their families and related institutions. The role primarily focuses on investment management opportunities, but typically also includes trust, estate, tax, family office and related custody opportunities. A large degree of daily discretion and latitude is required to meet and interact with prospective clients and their advisors as necessary. The Wealth Director should be well versed in a range of investment disciplines and trust and estate topics. Candidates must convey a consultative approach to sales while displaying knowledge to referral source relationships and prospective clients to become worthy of their confidence and trust. What are the ongoing responsibilities of a Wealth Director? Pursue prospective new business situations with high net worth (HNW) individuals and families;Lead segment new business strategies for the New York tri-state area;Maintain active contact with known referral source relationships and prospec...Wealth, Director, Business Development, Management, Officer, Development