Job Details

Wealth Management- Client Advisor - Private Bank -Vice President/Executive Director

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 3 yrs required

Location

Greenwich, CT

Date Last Verified

Oct 17,2017

Posted on

Jul 01,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Management - Client Advisor - Private Bank - Vice President/Executive Director Duties: 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. Connect your clients across all lines of business. Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure.

Qualification and Experience

Requirements: Bachelor's Degree required; MBA, JD Degree, CFA, or CFP preferred. 6+ years of work experience; Private Banking or Financial Services industry preferred. Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Energetic and entrepreneurial business builder who thrives and excels in a competitive industry. Proactive, takes initiative, and uses critical thinking to solve problems. Focuses on the client experience and works tirelessly on the client’s behalf. Proven sales success and strong business acumen. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business. Strong community presence with an established network.

Additional info

Req #: 170065913

Company info

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