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Years of Experience
Date Last Verified
ProfilePrivate Client Advisor II The candidate will reports to the Market Executive. Leads client team members and partners with other internal specialists to provide clients access to the full array of firm capabilities and services, as required to meet their specific needs. Provides advice to clients with complex financial needs. Focuses on sales to new and existing High Net Worth (HNW) clients. 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.
Qualification and Experience
The candidate should have 12+ years of private banking or complex financial services experience OR equivalent of a bachelors degree. Must be a skilled negotiator. MBA or Post-Graduate Degree is preferred. CFP, CPA, CFA, CTFA, CFM or JD dfegree is a significant plus. Should 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.
Job number: 17052112
100 Four Falls Corp. Center
West Conshohocken, PA 19428