Private Client Advisor

Responsibilities

• Lead the Client Process Management Process within the client team to identify new business development opportunities.
• Source new clients in alignment with the bank's established risk appetite.
• Lead the client team to deliver meaningful interactions and a Branded Client Experience.
• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or client needs.
• Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
• Encourage use and adoption of digital capabilities to enhance the client and client team experience.
• Build relationships with internal and external partners and centers of influence.
• Ensure client retention.

• 10+ years of private banking or complex financial services experience or equivalent financial services/business experience.
• Drive new business development for target client segment ($3MM++ investable assets).
• Present to clients a holistic approach, leveraging the entire Private Bank platform.
• High-touch, client-focused individual with exceptional interpersonal skills.
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client.
• Ability to influence, proactively ask for and close business.
• Solutions oriented; sales and financial aptitude a must.
• Skilled negotiator.
• Ability to work and identify the need for team specialists; collaborate closely with other team members.
• Takes on a leadership role on the team and within the business community.
• Series7,63 and
  65 (or Series 7 and 66) required (may gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date).

• Postgraduate degree (MBA or equivalent); preference for CFP, CPA, CFA, CTFA, CFM or JD.

• High School Diploma / GED / Secondary School or equivalent.

• SAFE Act registration required for all employees engaged in residential loan mortgage originations. Must register with the federal registry system, remain in good standing, and pass the required background check. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.

• Shift: 1st shift (United States of America).
• Hours per week: 40.