Wealth Management Advisor - (US-WI-Milwaukee - 53295)

Minimum Education: None
Job Type: Full Time
Jobcode: N/A
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Job Responsibilities : Responsible for retention and growth of medium to large size high net worth client relationships.  Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.  Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.  

Job Requirements : Bachelor's degree, or equivalent work experience 10 or more years of experience in high and ultra high net worth client wealth management activities Preferred Skills/Experience: Professional designation such as CFA or CFP is preferred Excellent relationship management, networking and business development skills Extraordinary talent for driving business Extensive knowledge of Banking, Trust, and Investment products and services Ability to partner with colleagues to identify and service unique clients needs Well-developed analytical and problem solving skills Excellent writing, speaking, and presentation skills.

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