Private Client Advisor Ii

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Private Client Advisor II
The candidate will lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Lead client team members and partners with other internal specialists to provide clients access to the full array of Private Bank capabilities and services, as required to meet their specific needs. Report to the Market Executive. Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of client’s needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the clients experience. Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions. Build relationships with internal and external sales referral partners. Lead the Client Management Process (CMP) within client team to identify new business development opportunities. Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development. Meet Risk & Compliance requirements and policies. Bachelor’ degree or 12+ years of private banking or complex financial services experience is required. MBA or Post-Graduate Degree is preferred. CFP, CPA, CFA, CTFA, CFM or JD is a significant plus. Series 7, 63 and 65 (or Series 7 and 66) is required.

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