UHNW Wealth Strategy Partner

Wilmington Trust; Wilmington (DE); On-site; USD 154,000 - 256,000; Full time

Job summary

Wilmington Trust in Wilmington, Delaware is seeking an experienced UHNW Client Relationship Executive to partner with Wealth Advisors. You will manage top client relationships, develop strategic wealth plans, and coordinate cross‑functional teams to deliver a tailored UHNW client experience.

The role requires deep expertise in planning, investments, banking and fiduciary services, with a track record of managing complex UHNW relationships and strong communication skills.

Qualifications

• Bachelor’s degree required; MBA preferred.
• Deep expertise in planning, investments, banking, and fiduciary.
• Prior experience managing complex UHNW client relationships.

Responsibilities

• Partner with Wealth Advisors to develop and execute strategic wealth plans for UHNW clients.
• Serve as joint primary contact to manage relationships and ensure high satisfaction and retention.
• Maintain service level standards and partner with internal/external teams to deliver a world‑class UHNW experience.
• Coordinate executive engagement to retain and expand UHNW client relationships.
• Mentor and coach Client Advisors as needed and identify opportunities to deepen client relationships.

Skills

UHNW experience

Client relationship management

Strategic wealth planning

Education

Bachelor’s degree

MBA

CFP

CTFA

CPA

CFA

Job description

Wilmington Trust in Wilmington, Delaware is seeking an experienced UHNW Client Relationship Executive to partner with Wealth Advisors. You will manage top client relationships, develop strategic wealth plans, and coordinate cross‑functional teams to deliver a tailored UHNW client experience.

The role requires deep expertise in planning, investments, banking and fiduciary services, with a track record of managing complex UHNW relationships and strong communication skills.