Requisition ID: 174540
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Business and Wealth (BWT) Specialist is a key member of the Advanced Planning and Services group.
The BWT Specialist is responsible for providing an integrated total wealth planning solution, and advisory support, to our Ultra High Net Worth (UHNW) and business owner clients. This includes leading the in-depth total wealth planning consultation process, coordinating the integration of other experts, and delivering comprehensive recommendations that lead to the deepening of existing, valuable client relationships and the acquisition of new UHNW clients.
Accountabilities
1. Take a lead role in driving business results through delivering an integrated planning total wealth planning solution for ultra-high net worth clients and business owners, including:
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