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Private Wealth Manager
A Global Financial Institution

Summary:

The QTI Group has been exclusively retained by a global financial institution. This well-established firm seeks to grow its Madison, Wisconsin team and capacity with the hire of a new Private Wealth Manager to take over and grow a substantial existing book of business.

Responsibilities:

The Private Wealth Manager will serve as the primary relationship manager for the Private Wealth Manager client relationship. The Private Wealth Manager will attract, retain and grow a portfolio of prospect and client relationships through the proactive delivery of holistic advice and solutions designed to meet each prospect’s and client’s specific needs.  Utilizing an advisory-based financial planning approach, the Private Wealth Manager will coordinate an integrated team of subject matter experts to craft and execute complex financial solutions for the client. 

Qualifications:

The successful candidate is expected to have a background that includes:

  • Several years prior experience in private wealth relationship management and business development, in an elite global or boutique financial institution.
  • Demonstrated track record of success at managing and growing private wealth client portfolios through consummate client service and development of new business opportunities.
  • Deep understanding of the needs of private wealth families and the range of financial solutions and expertise needed to serve those needs.
  • Bachelor’s degree or equivalent experience expected. Desirable advanced credentials include: CPA, CTFA, JD, MBA.

In addition, the successful candidate is expected to consistently demonstrate exemplary character traits that include:

  • Accountability, following through on activities; providing regular feedback; and exercising diligence and ownership in work activities.
  • Interpersonal skills, projecting a professional image; successfully presenting oneself and programs to others; developing productive work relationships; showing comfort at conversing effectively with executives and all levels of business decision makers; producing effective written communications; and exercising tact and diplomacy.
  • Initiative, showing independence, motivation, responsiveness, perseverance, and a proactive, constructive and results-driven approach.
  • Organizational skills, successfully managing multiple and changing priorities with proven analytical and problem-solving skills in order to make sound judgments and offer timely solutions.
  • Leadership, constructively engaging and influencing others to accomplish business objectives while fostering a positive environment that motivates them to excel.
  • Teamwork, effectively working in a team environment in order to achieve team goals as well as department/organizational goals.
  • Integrity, serving as a role model in exuding trust and honesty; and maintaining the highest professional standards.

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