Job Details

Private Client Advisor Ii

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 12 yrs required

Location

Providence, RI

Date Last Verified

Aug 01,2017

Posted on

Jul 31,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Advisor II The candidate leads client team members and partners with other internal specialists to provide clients access to the full array of U.S. Trust capabilities and services, as required to meet the specific needs. Reports to the Market Executive. Provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth (HNW) clients. PCAs generally will have an in depth knowledge of one or two of the following areas: investments, credit, banking, trust and wealth transfer and a general understanding of the other areas. Using this knowledge, a PCA will help facilitate the integrated delivery of services for investments, credit, fiduciary and other banking services. This position may be subject to SAFE Act registration requirements. 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 clients 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 and Compliance requirements and policies. Must have 12+ years of private banking or complex financial services experience Or minimal equivalent of a bachelors degree. MBA or Post-Graduate Degree is preferred. CFP, CPA, CFA, CTFA, CFM or JD degree is a plus.

Additional info

Job number: 17052601

Company info

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