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Years of Experience
Date Last Verified
Client Advisor, Private Wealth Management The candidate will serves as primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level of client service and through delivery of the bank’s credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to meet the investment, trust, risk management, and planning needs of clients. Proactively provides comprehensive wealth management advice and solutions including, strategic asset allocation recommendations, multi generational estate and tax planning, cash flow analysis and budgeting and credit and risk management. Works with other teammates to articulate tactical adjustments for client investment portfolios. Partners with other STI product specialists, including investments, trust, mortgage, insurance, etc, using a team approach to deliver solutions to client’s financial needs and to enhance existing relationships. Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses.
Qualification and Experience
Qualifications: Bachelor’s Degree with strong credit knowledge, strong deposit/general banking knowledge, excellent investment knowledge and excellent knowledge of all Wealth Management products and services. Must obtain CFP designation or equivalent within 24 months. Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Should have 8 years of sales and client management experience in the Wealth Services industry or degree and demonstrated ability to manage portfolio book of $2MM. Top sales and relationship management professional with expert sales, client management and client service skills with the ability to sell a wide range of products and services. Proven track record of success. Demonstrates excellent investment knowledge and the ability to discuss tax and financial planning issues with clients including multi-generational estate planning concepts. Assertive in asking for business, developing leads and developing referral sources which includes Centers of Influence. Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities. Strong communicator. Regularly able to explain the rationale behind most areas of recommendation but relies on partners for most complex recommendations. Combines a strategic approach to meeting annual goals with a multi year approach to building business. Highly self motivated. Develops thoughtful marketing strategies and execution capabilities that consistently fill business development pipeline with qualified prospects. Exceptional listener allowing advisor to tailor recommendation to address client’s needs. Preferred Qualifications: MBA or JD. CPA, CFA, or CFP designation or equivalent. 10 years of sales and client management experience in the Wealth Services industry or degree and demonstrated ability to manage portfolio book of $5MM.
Job ID : W449326
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