Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group
Confidential
Job Description
Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group
About the Company
Ambitious international banking & financial services institution
Industry
Financial Services
Type
Public Company
Founded
1865
Employees
10,001+
Categories
- Banking
- Finance
- Financial Services
- Banking & Mortgages
- Consulting & Professional Services
- Investment Banks
- Asset Management
- Insurance
- Investment Banking
- Investment Management
Specialties
- banking
- financial services
- international finance and banking
- wealth management
- corporate and business banking
- retail banking
- insurance
- investment banking
- commercial banking
- private banking
- and asset management
Business Classifications
- B2B
About the Role
The Company is seeking a Senior Vice President for its Ultra High Net Worth (UHNW) Solutions Group in the Americas. The successful candidate will be responsible for shaping a differentiated solutions set for sophisticated UHNW clients and family offices, with a focus on both public and private markets. This role requires the ability to bring institutional-level coverage and product capabilities into a private banking environment, and to partner across the organization to deliver tailored content.
The SVP will also be instrumental in strengthening the company's strategic dialogue with clients and delivering non-traditional private banking solutions that meet complex owner and principal needs. Applicants for this role should have a strong background in capital markets, ideally from a global markets or investment bank environment, and demonstrate client-facing delivery experience with UHNW clients and family offices. The role demands proven cross-functional collaboration skills, the ability to communicate technical concepts clearly, and a strong interest in private banking and wealth.
The SVP will be expected to have a high proficiency with front-end platforms and IT systems, as well as a solid understanding of market mechanics. A Series 7, 63, 65, or 66 license is required, and the candidate should be adept at problem-solving, with a focus on compliance, risk awareness, and the ability to deliver under pressure.
Hiring Manager Title
Global Head of UHNW Solutions Group
Functions
- Product Management
- Product Marketing