Executive Wealth Strategist

2 weeks ago

Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

The Senior Wealth Management Advisor is a pivotal professional who meticulously monitors the latest developments in the financial sector and applies them effectively within their role and the organization. Acknowledged as a subject matter expert in their domain, they possess a strong commercial acumen. This role typically encompasses a select group of individuals within the organization who share a similar level of expertise. Exceptional communication skills are essential for negotiating at senior levels, with some external interactions also required. The advisor exercises advanced judgment and conducts thorough quantitative or qualitative analyses to address challenges and devise innovative solutions. They are expected to think beyond conventional solutions and current knowledge in complex areas, significantly influencing the function and overall business through strategic decision-making.


Key Responsibilities:

  • Proactively identify potential clients and establish meaningful connections to convert them into loyal customers.
  • Exhibit a profound understanding of clients' businesses and their wealth generation sources.
  • Anticipate significant life and business events for clients that may have substantial financial consequences.
  • Act as a trusted advisor, providing strategic insights on financial matters.
  • Foster enduring relationships with client families across generations to ensure long-term engagement with the organization.
  • Effectively manage client expectations regarding feasible actions on their behalf.
  • Maintain a comprehensive understanding of client objectives and risk appetites to ensure alignment of financial strategies.
  • Identify unexpressed needs of clients and address them proactively.
  • Collaborate with product specialists to create long-term solutions that enhance client relationships.
  • Assist clients in achieving broad financial and investment objectives related to wealth creation and management.
  • Design customized solutions that cater to clients' investment, risk management, and liquidity needs.
  • Set ambitious goals, regularly track progress, and make necessary adjustments to meet objectives.
  • Organize and prioritize daily, weekly, and monthly tasks to optimize revenue growth and client satisfaction.
  • Establish a referral network to gain introductions to potential clients, generating new business opportunities.
  • Close transactions while making appropriate concessions aligned with the organization's core interests.
  • Support team members in gaining the experience needed to build credibility with clients and stakeholders.
  • Demonstrate a strong commitment to team success, prioritizing collective goals over individual achievements.
  • Encourage collaboration among team members to deepen client relationships and surpass sales targets.
  • Align the diverse experiences and skills of team members to maximize client effectiveness.
  • Build partnerships with support teams within the organization to maintain control, find solutions, and resolve issues.
  • Adhere to standard procedures while advocating for necessary exceptions when broader considerations are at stake.
  • Ensure compliance with regulatory requirements to minimize potential liabilities.
  • Maintain robust controls and effective operational and administrative services.
  • Set a standard of behavior for all staff members.
  • Collaborate with colleagues across the organization to leverage capabilities and share expertise.
  • Advocate for clients, negotiating on their behalf with various stakeholders.
  • Ensure clients experience seamless execution of internal processes and services.
  • Prioritize issues requiring escalation, involving the appropriate personnel to expedite resolutions.
  • Communicate the risks associated with various investment strategies clearly.
  • Establish credibility and trust with all colleagues, upholding the highest standards of integrity.
  • Demonstrate perseverance in delivering on commitments, even in the face of challenges.
  • Report any illegal or improper transactions, adhering to all regulatory policies and control procedures.
  • Maintain a comprehensive understanding of the wide range of products and services offered.
  • Apply in-depth knowledge of key investment and financing products.
  • Develop expertise to identify business opportunities and address the unique needs of specific client segments.
  • Stay informed about developments in the financial industry and current global market conditions.
  • Present and articulate complex financial concepts and investment strategies with professionalism.
  • Seek continuous improvement, acknowledge mistakes, and adapt behavior based on feedback.
  • Assess risks appropriately when making business decisions, considering the firm's reputation and safeguarding assets.

Qualifications:

  • 15+ years of relevant experience.
  • Extensive experience in Private Banking, particularly with Ultra High Net Worth clients, and a proven track record in relationship management.
  • Demonstrated knowledge of all banking and product systems, platforms, tools, and capabilities.

Education:

  • Bachelor's degree required; Master's degree preferred.

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