Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions.
Join an exclusive multi-family office and lead client relationships for affluent households at Stenner Wealth Partners+. This senior role requires a focus on client service, investment strategies, and business development. You'll contribute to asset growth and represent SWP+ at key industry events while nurturing relationships with ultra-wealthy clients and their advisors.
Key Responsibilities:
- Manage relationships for ultra-high-net-worth client families - Lead client meetings and deliver wealth management advice - Identify and convert prospective client opportunities - Partner with professionals to deliver integrated planning - Present investment strategies to clients and prospects
Requirements: - 7-10 years in wealth management or investment advisory - Relevant designations: CIM, CFP, MBA, CAIA, or CFA - Proven success managing high-net-worth clients - Excellent communication and interpersonal skills - Solid organizational skills with attention to detail
Shape the future of wealth management, driving client success and growth with Stenner Wealth Partners+ in Vancouver.#J-18808-Ljbffr