Private Client Advisor II

About the role

The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and building an extensive network to achieve business development goals. They lead the Client Management Process and partner across the enterprise to provide a branded client experience, including access to the full array of Private Bank and bank's capabilities and services to meet specific client needs.

Responsibilities

• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a branded client experience
• Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Buils relationships with internal and external partners and centers of influence

Requirements

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
• High touch, client-focused individual with exceptional interpersonal skills
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
• Must be a skilled negotiator
• Must be able to work with 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

Qualifications

• MBA or Post-Graduate Degree
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus