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Wealth Management Advisor

2 months ago

Beverly Hills, California, United States IDB Full time
Company Overview

For over seven decades, IDB Bank has dedicated itself to being the premier financial institution for our clients by prioritizing their needs. Our success is fundamentally attributed to our exceptional team. At IDB, you will collaborate with some of the most skilled professionals in the field, united by a strong commitment to teamwork and a passion for delivering outstanding service. We provide a comprehensive benefits package that includes generous paid time off and immediate participation in our medical coverage and 401(k) plan. Our commitment to diversity and inclusion ensures that all team members have equal opportunities to thrive and contribute meaningfully in a respectful and welcoming environment.

Position Overview

IDB Bank is seeking experienced Wealth Management Advisors with a proven track record to enhance our strategic growth in key markets.

Utilize your expertise in financial advisory and wealth management to serve clients, their families, and their businesses. You will be responsible for managing client relationship profitability and portfolio risk while driving profitable growth. Wealth Management Advisors deliver tailored financial solutions by leveraging both internal bank capabilities and external resources.

Key Responsibilities

• Identify and engage potential clients to establish mutually beneficial and profitable relationships.

• Serve as the primary business development officer, focusing on client acquisition and cross-selling various financial services.

• Contribute to the growth of the team's balance sheet and profit & loss.

• Provide proactive advice and consultation to clients, elucidating available financial services, educating them on investment options and associated risks, and recommending suitable investments.

• Monitor client account performance to ensure alignment with clients' needs and expectations.

• Stay informed about market conditions and conduct research to identify opportunities that align with Private Banking revenue objectives.

• Collaborate closely with Private Banking Assistants to efficiently manage client accounts.

• Ensure adherence to all policies, procedures, regulations, audit standards, and risk management guidelines.

Qualifications

• Bachelor's Degree in Business or a related field.

• A minimum of 8 years of experience in credit and lending for high net worth individuals within Private Banking or Wealth Management.

• FINRA Series 7 and 66/63 securities licenses are advantageous but not mandatory.

• Demonstrated experience in deposit gathering and understanding of underwriting for business and real estate loans.

• Knowledge of federal lending regulations and a strong grasp of banking, brokerage, and lending products.

• Proven ability to understand the financial needs of high net worth clients.

• Excellent business development and marketing capabilities.

• Strong organizational skills with the ability to meet deadlines and manage expectations.

• Exceptional written and verbal communication skills.

Compensation and Benefits

The anticipated annual base salary for this role ranges from $150,000 to $250,000, with offers tailored to individual qualifications, experience, and existing client relationships. In addition to base salary, our comprehensive rewards package includes eligibility for incentive compensation, medical, dental, and vision plans, life and disability insurance, wellness programs, retirement savings plans with employer contributions, generous paid time off, parental leave, and tuition reimbursement.

Additional Information

IDB Bank is committed to providing reasonable accommodations to employees to enable them to perform essential job functions, except where doing so would impose undue hardship. Employees requiring accommodations for reasons such as disability, pregnancy, or religious obligations should contact their supervisor or Human Resources for assistance.

Disclaimer

The information provided above is intended to outline the general nature and level of work performed by individuals in this role. It is not an exhaustive list of all responsibilities, duties, and skills required. Employees may be asked to perform duties outside of their normal responsibilities as needed.

All information will be kept confidential in accordance with EEO guidelines.

IDB Bank, including its subsidiaries and divisions, is an equal opportunity employer, providing employment opportunities without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, or any other legally protected category in compliance with applicable laws.