Private Wealth Director
On-site · Houston, Texas, United States
Job Summary
The Private Wealth Director leads client relationships across Wealth Advisory and Private Client Advisory segments. Responsibilities include cultivating and managing deep, long-term client relationships, developing referrals, and implementing customized Wealth Management strategies. Requires a broad understanding of Wealth Management principles, outstanding communication skills, and relationship management capabilities. Position demands 10–15 years of experience in the industry, including in relationship and portfolio management, along with a Bachelor’s degree in a relevant field and necessary licenses.
Required Qualifications
- Bachelor’s degree or equivalent in a relevant field (Business Administration, Finance, Economics)
- 10–15 years of industry experience, including significant experience in relationship management and portfolio management
- Series 7 and 63 licenses required
Desired Qualifications
- MBA or post-graduate degree preferred
- Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM)
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