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Senior Wealth Management Advisor
2 months ago
At The Ladders, we are seeking dedicated and dynamic professionals to join our team. This role is pivotal in enhancing our commitment to personalized banking solutions tailored for affluent clients.
Banking transcends mere transactions; it is fundamentally about building relationships. Our mission is to empower individuals to achieve their financial aspirations and navigate their unique journeys toward success. The Senior Wealth Management Advisor is responsible for overseeing a portfolio of high-net-worth clients, employing bespoke banking strategies and insights to meet their distinct financial objectives. This position emphasizes the cultivation and maintenance of robust client relationships, leveraging resources across the organization to deliver exceptional service.
Key Responsibilities:
- Deliver comprehensive banking services to high-value clientele.
- Collaborate with the Wealth Management Director to assess clients' overall financial requirements, recommending tailored products and services.
- Foster, develop, and enhance mutually beneficial client relationships while ensuring a superior client experience.
- Possess a thorough understanding of compliance and regulatory standards within the financial sector.
- Demonstrate knowledge of Trust, Wealth, Loan, and Banking products and services.
- Generate new business opportunities by identifying and engaging with existing or potential clients; promote and cross-sell the Bank's offerings; coordinate with operational teams to guarantee quality service delivery.
- Act as a liaison across various departments and divisions.
- Negotiate loan proposals; assess and evaluate credit requests; collaborate with Underwriting and Credit Risk Management to prepare credit presentations, recommend appropriate risk ratings, and present findings to the loan committee.
- Engage in community and professional initiatives to enhance the Bank's reputation and expand your professional network for new business development.
- Bachelor's Degree in Business, Finance, or a related discipline; a minimum of 5 years of experience in a financial institution.
- Preferred experience with legal and medical practices.
- Proficient in analyzing financial statements and preparing loan proposals.
- Strong knowledge of financial products and services.
- Familiarity with credit and banking policies and procedures.
- Ability to establish and maintain relationships with clients and prospects effectively.
- NMLS License or eligibility for licensing.
- Exceptional communication skills, capable of interacting professionally at all organizational levels.
- Exhibit a high level of professionalism and integrity.
- Maintain confidentiality and demonstrate excellent follow-through and time management skills.
- Strong attention to detail and organizational capabilities.
- Proficient in Microsoft Office applications.
- Possess a proactive customer service philosophy.
- We offer a comprehensive benefits package, including life, dental, and vision insurance, along with generous paid time off.
- We prioritize the well-being of our associates and their families, as The Ladders is a family-oriented organization.
- We foster an environment of smart, driven, and diverse individuals.
- We value integrity and commitment in our daily operations and overall mission.
- We support local philanthropic, cultural, and artistic initiatives that resonate with our associates.
- We are dedicated to the growth and development of our community and its visionary leaders.
