About The Role

We’re looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You’ll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews.

This is an external listing. JobSpring does not represent or verify the employer. Report this listing