Private Client Advisor II
1 week ago
Description :This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Leads the Client Process Management Process within the client team to identify new business development opportunitiesSources new clients in alignment with the bank's established risk appetiteLeads the client team to deliver meaningful interactions and a Branded Client ExperienceDevelops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needsAdvocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset managementEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired skills: 12+ years of private banking or complex financial services experience ORequivalent financial services/business experienceResponsible for driving new business development for target client segment ($3MM++ investable assets) Present to clients a holistic approach, leveraging the entire Private Bank platform A high touch, client-focused individual with exceptional interpersonal skills A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must Must be a skilled negotiator Ability to work and identify the need for team specialists; collaborate closely with other team members Takes on a leadership role on the team and within the business community Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)Desired skills: MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plusAdditional Skills Used in this Role: Business development Prospecting and Qualification Oral Communication Investment Products and Solutions Client team management Influencing Consulting Problem Solving Investment Products and Solutions Advisory Sales Pipeline management Active Listening Collaboration Transitioning client conversationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40
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