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Years of Experience
Date Last Verified
ProfileAsset Management - Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director The candidate will be responsible for advising families on building, preserving and managing their wealth. Will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Bachelor's degree is required. MBA, J.D. degree, CFA, or CFP preferred. Series 7 and 63 licenses are required. Must have 6+ years of work experience. Private banking or financial services industry preferred.
Req #: 170065713