Job Details

Trusts and Estates Attorney in Newport Beach, CA

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Company name

U.S. Trust

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 12 yrs required

Location

USA Newport Beach, CA

Date Last Verified

Jul 25,2018

Posted on

Jun 14,2018

27 hits

Profile

Private Client Advisor II The candidate leads client team members and partners with other internal specialists to provide clients access to the full array of U.S. Trust capabilities and services, as required to meet specific needs. Reports to the Market Executive. Responsible for driving new business development for target client segment ($3MM++ investable assets) 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. Should have 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelors degree. 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). MBA or Post-Graduate Degree preferred. CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

Additional info

Job number: 18035672

Company info

Hiring Coordinator
U.S. Trust
500 Newport Center Drive
Suite 333
Newport Beach, CA 92660