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Senior Private Banking Consultant
2 months ago
The Wealth Management Officer will play a pivotal role in cultivating, overseeing, and sustaining comprehensive relationships with affluent private banking clientele. This position entails the acquisition of new clients through the enhancement of personal and professional networks, as well as the utilization of connections with influential entities. The officer is expected to deliver exceptional service to the bank's clientele while fostering collaboration across various internal departments, teams, and specialists to optimize cross-selling opportunities. The role includes providing integrated financial services guidance encompassing banking, credit, asset management, and estate planning.
Key Responsibilities
Responsibilities encompass, but are not limited to:
- Actively cultivates both internal and external networks to generate referrals and enhance visibility within the marketplace.
- Oversees the retention and growth of existing client relationships through a structured contact strategy and ongoing assessment of clients' banking requirements.
- Develops, promotes, and maintains a robust pipeline of opportunities to achieve all Private Banking objectives, including advisory, brokerage, and insurance services.
- Proactively establishes new relationships through referrals from clients, influential contacts, and internal partnerships.
- Leads the client team in planning, delivering, and regularly reviewing services with clients.
- Ensures a high level of personal engagement and open communication among clients and internal teams to foster a superior client experience.
- Maintains proactive communication with clients regarding current financial market conditions and necessary adjustments to their investment strategies.
- Ensures adherence to internal control protocols, departmental policies, and regulatory standards.
- Exhibits the ability to be a valuable, complementary member of the team, supporting team selling initiatives and cross-business line referral goals.
- Provides financial insights and advice to clients and potential clients concerning market trends and general banking developments.
- Actively engages in community and business events to enhance the image of USAmeriBancorp as a vital community member and establish referral networks.
Essential Skills:
- Extensive knowledge of financial products and technical expertise in formulating and delivering comprehensive investment solutions.
- Advanced problem-solving capabilities with the aptitude to derive accurate conclusions.
- Proficient in various investment and financial planning methodologies.
- Demonstrated ability to network effectively with prospective clients and influential contacts.
- Excellent written and verbal communication skills.
- In-depth understanding of International Banking landscapes.
- Bachelor's degree from an accredited institution.
- A minimum of 7 years of experience in financial advisory services, showcasing the ability to develop and manage existing relationships and new business prospects.
- Current possession of FINRA Series 7 and 66 or equivalent certifications.
- Possession of State Insurance licenses for Life, Health, and Variable products.
