UHNW Wealth Director & Client Growth Lead

A financial services firm in Cincinnati, Ohio seeks a Managing Director to provide financial services to ultra-high-net-worth individuals. The role requires excellent business development skills, strong communication abilities, and experience managing client relationships. The ideal candidate will hold a Bachelor’s degree in Business, with a CFP designation preferred, and have at least ten years in the financial services industry. This position involves travel and requires strategic relationship building with clients and advisors.
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