Job Details

Private Client Advisor Ii

Company name

U.S. Trust

Organization Type


Job Type


Years of Experience

Min 12 yrs required


Westport, CT

Date Last Verified

Feb 16,2018

Posted on

Feb 10,2018
Practice Area
Trusts and Estates >> Trusts and Estates
Finance >> Finance - Banking
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Private Client Advisor II The candidate will 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 our services for investments, credit, fiduciary and other banking services. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Key Responsibilities: 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 & Compliance requirements and policies.

Qualification and Experience

The candidate should have 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelors degree. Responsible for driving new business development for target client segment ($3MM++ investable assets). Present to clients a holistic approach, leveraging the entire US Trust platform. A high touch, client-focused individual with exceptional interpersonal skills. A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client. Ability to influence; proactively asks for and closes business. Solutions oriented; sales and financial aptitude a must. Must be a skilled negotiator. Ability to work and identify the need for team specialists; collaborate closely with other team members. Takes on a leadership role on the team and within the business community. Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within a 120 days of start date). Desired skills: MBA or Post-Graduate Degree preferred; CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

Additional info

Job number: 18007058

Company info

Hiring Coordinator
U.S. Trust
114 West 47th Street
7th Floor
New York City, NY 10036

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