Private Banking Relationship Manager

2 weeks ago

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

The role of a Wealth Management Advisor is pivotal in the financial services sector, serving as a key professional who stays attuned to the latest developments in the industry and integrates them into their work and the organization. This position is recognized as a subject matter expert in the field, requiring a strong understanding of commercial dynamics. The advisor is often seen as an authority within their area of expertise, necessitating excellent communication skills to negotiate effectively at senior levels, along with some external communication responsibilities.

Key Responsibilities:

  • Proactively identify and engage potential clients, converting prospects into loyal customers.
  • Exhibit a comprehensive understanding of clients' businesses and their wealth generation sources.
  • Anticipate significant financial events in clients' lives and businesses.
  • Act as a trusted consultant, providing strategic financial advice to clients.
  • Foster intergenerational relationships with client families to ensure long-term engagement with the organization.
  • Manage client expectations regarding the execution of financial strategies.
  • Maintain a thorough understanding of client objectives and risk tolerance to tailor financial strategies accordingly.
  • Identify unexpressed needs of clients to enhance service delivery.
  • Collaborate with product specialists to create long-term solutions that strengthen client relationships.
  • Assist clients in achieving comprehensive financial and investment objectives related to wealth management.
  • Develop customized solutions addressing clients' investment, risk management, and liquidity needs.
  • Set ambitious goals, regularly tracking progress and adjusting strategies to meet objectives.
  • Organize and prioritize daily, weekly, and monthly tasks to optimize revenue growth and client satisfaction.
  • Establish a referral network to generate new business opportunities.
  • Negotiate deals that align with the interests of the organization.
  • Support team members in gaining the experience necessary to build credibility with clients.
  • Demonstrate a strong commitment to team success, prioritizing collective goals over individual achievements.
  • Encourage collaboration among team members to deepen client relationships and exceed sales targets.
  • Leverage the diverse skills of team members to maximize client effectiveness.
  • Build partnerships with support teams to maintain control and resolve issues effectively.
  • Adhere to standard procedures while advocating for necessary exceptions when appropriate.
  • Ensure compliance with regulatory requirements to minimize potential liabilities.
  • Maintain robust operational and administrative services.
  • Set a professional example for all staff members.
  • Collaborate with colleagues across the organization to leverage capabilities and share expertise.
  • Advocate for clients, negotiating on their behalf with internal stakeholders.
  • Ensure seamless execution of internal processes and services for clients.
  • Prioritize issues for escalation, involving the right personnel to expedite resolutions.
  • Communicate the risks associated with various investment strategies.
  • Establish trust and credibility with colleagues, upholding the highest standards of integrity.
  • Persevere in fulfilling commitments, even in the face of challenges.
  • Report any illegal or improper transactions, ensuring compliance with all regulatory policies.
  • Maintain an understanding of the diverse products and services offered.
  • Apply in-depth knowledge of key investment and financing products.
  • Develop expertise to identify business opportunities and cater to the unique needs of specific client segments.
  • Stay informed about industry developments and global market conditions.
  • Present complex financial concepts and strategies with professionalism.
  • Seek continuous improvement and adapt behavior based on feedback.
  • Assess risks in business decisions, considering the organization's reputation and compliance with applicable laws and regulations.

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 systems, platforms, and capabilities.

Education:

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

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Compensation: Competitive salary and benefits package available.

This organization is an equal opportunity employer, welcoming applicants from diverse backgrounds.

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