1 jobs found in Crescent Springs, KY

Location: 301 East Fourth Street - Cincinnati, Ohio 45202 JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory •...