Family Wealth Advisor Team Leader- Wealth Management ( Job Number: 1213355) - Confidential (New York

Description Incumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The UHNW Specialist will work in partnership with regional PM's but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Incumbent will be part of the new business deal team, playing ...

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