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If you are interested in partnering closely with Advisors and Relationship Managers to support their client base, you may want to consider a career as an Ultra High Net Worth (UHNW) Client Consultant within our Personal Investor Wealth Management Division. UHNW Client Consultants deliver exceptional client experience by way of driving positive outcomes for our Ultra High Net Worth clients. Crew here utilize the Professional Selling Skills framework to deepen client relationships and share critical insights with Relationship Managers, via a pooled model, to contribute to our relationship management and sales vision. This role is an inbound phone position with opportunities to grow your relationship management, sales, and investment expertise and build a fulfilling career path within Wealth Management.
