Private Client Advisor II

• Acquire new clients and deepen client relationships
• Build internal and external networks to achieve business development goals
• Lead the Client Management Process within the client team
• Partner across the enterprise to provide a Branded Client Experience
• Provide clients access to Private Bank and bank capabilities and services
• Ensure retention of clients
• Source new clients in alignment with the bank's established risk appetite
• Lead the client team to deliver meaningful interactions
• Develop an in-depth understanding of clients’ needs, preferences, and wealth strategy
• Advocate for clients and prospects as a trusted advisor
• Provide integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourage adoption of digital capabilities
• Build relationships with internal and external partners and centers of influence

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present clients with a holistic approach leveraging the entire Private Bank platform
• Exceptional interpersonal skills
• Ability to identify opportunities for client engagement and proactively act upon them
• Ability to influence, proactively ask for, and close business
• Sales and financial aptitude
• Skilled negotiator
• Ability to work with and identify the need for team specialists
• Leadership role on the team and within the business community
• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent
• SAFE Act registration and required SAFE Act background check for residential mortgage loan originations

Demonstrates extensive experience in private banking and complex financial services, with a strong focus on client acquisition, relationship management, and delivering integrated financial solutions. Proven ability to lead teams, drive business development, and provide exceptional client experiences.

• Private Banking Experience
• Client Relationship Management
• Business Development
• Series 7, 63, and 65 Licenses
• Sales and Financial Aptitude

• Wealth Structuring
• Credit Facilities
• Asset Management
• Digital Capabilities Adoption
• Negotiation Skills

• Exceptional Interpersonal Skills
• Influencing Skills
• Proactive Engagement

• Series 7 License
• Series 63 License
• Series 65 License
• SAFE Act Registration

• Client Management Process
• Branded Client Experience
• Financial Services
• Investment Management
• Risk Appetite