Wealth Management Advisor II

Overview

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Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

• Sales: Develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities. Effectively utilizes Life
  360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationships. Demonstrates proficiency in consultative and advice‑driven sales;
  
  manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes a personal business plan to achieve defined revenue and business objectives.
• Client
  
  Experience:
  
  Institutes habits that coordinate the team for consistent delivery of Private Bank experience standards. Utilizes the Life
  360 process when working with team members to deliver advice‑based solutions. Collaborates with a customized team of specialists to deliver high‑quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities for advanced planning solutions. Coordinates and collaborates with client third‑party advisors (e.g., attorney, accountant) to ensure synergy of advisors’ recommendations, consistent with client goals.
  
  Partners and leverages internal and external service providers to optimize effectiveness and efficiency. Acts as primary contact for COI within Bank, accountable for implementation of recommendations delivered to client. Leads the 90‑day client on‑boarding process and works with team members to ensure alignment and exchange of information. Resolves problems in a timely and effective manner. Provides client information regarding current trends and commands a thorough knowledge of investment products, trading strategies, and market dynamics.
  
  Manages overall profitability of client relationship and ensures process information is recorded timely in CRM. Drives continuous improvement by seeking ways to deepen relationships through all areas of Private Bank and other Bancorp channels.
• Other: Experienced operating in an environment that stresses both individual accountability and team‑based performance. Exhibits a sense of urgency and continual drive to results coupled with an ability to partner effectively with management at all organizational levels. Displays the ability to be highly effective in a team‑oriented environment and to build relationships based on added value, not title or authority. Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
  
  Actively participates within professional and community organizations; actively networks to build relationships internally and externally of the Bank.

• Bachelor’s degree or equivalent work experience required. Business Administration,…