Job Description
Requisition ID: 242299
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
BRIEF INTRODUCTION
The Wealth Manager is a senior, non‑registered relationship manager and trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. This role delivers holistic wealth management solutions aligned with clients’ short‑ and long‑term goals by representing the full Total Wealth offering and collaborating closely with the Centralized Registrant & Investment Advisory (CRIA) team, who will act as Registrant to all clients & prospects of the Wealth Manage...