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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 7 yrs required
Private Client Advisor II Candidate will act as client team 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 US Trust capabilities and services, as required to meet the specific needs. Act as trusted financial 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 client's 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 the onboarding, coaching and development. Provide significant input on pay for performance process of client team associates. Meet Risk and Compliance requirements and policies. Will report to the Market Executive or City Executive.
Qualification and Experience
Candidate with CFP, CPA, CFA, CTFA, CFM or JD is preferred. 7+ years of successful experience in sales to high net worth clients (or equivalent) is needed. Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start) knowledge is needed. Candidate should have in-depth knowledge of at least one of the following areas: Investments, trust and wealth transfer, banking or credit; general understanding of all others. Deadline: April 4, 2015.
Ref: 1500016772.
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