Also referred to as: Senior Affluent Client Specialist, Senior Wealth Management Specialist
Requirements and Responsibilities

Wealth Management Specialist, Sr. is responsible for developing client solutions for individuals with high-net worth. Has advanced techniques and knowledge of complex investment services used to maintain and/or create relationships with clients. Being a Wealth Management Specialist, Sr. the senior specialist handles the most complex and sophisticated planning situations for most affluent clients. Requires a bachelor's degree. Additionally, Wealth Management Specialist, Sr. typically reports to a head of unit or department. To be a Wealth Management Specialist, Sr. typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature.

Find out Job Distribution by:
Years of Experience
Education Level
Company Size
Industry
Job Openings for Wealth Management Specialist, Sr.
Job Statistics