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Years of Experience
Date Last Verified
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and other professionals across company. Ensure delivery of an exceptional client experience in alignment with The Private Bank's value proposition. Will be accountable for prospect identification, client acquisition and for tailoring the delivery of products, services and resources available across company to clients based on their needs. Serve as relationship manager, informal leader of internal teams and culture carrier for Wealth Management. Lead and leverage Tactical Sales Process and Client Discovery Review to gather information about prospects and clients current situation, future plans, goals, and objectives. Take a full balance sheet view to support clients complex financial picture. Engage practice experts in the various Wealth Management lines of business to deliver products and services across the full breadth of WM offerings, including Private Banking, Investment and Fiduciary Services, Brokerage, Insurance and Planning. Leverage the services available across the company franchise for client benefit. Prepare and deliver presentations, investment and relationship reviews to clients in concert with other relationship team members. Refer business to the appropriate partner within or outside of Wealth Management. Establish robust relationships with centers of influence (COI) within the HNW/UHNW space. Exercise a strong risk management mindset and ensures that all appropriate measures are taken to mitigate risk.
Qualification and Experience
The candidate should preferably have an MBA, CFP, CFA, CPA or J.D. degree. Must have 5+ years of financial services sales experience. Registration for FINRA Series 7 and 66 (or 63 and 65) must be completed within 180 days of hire date. FINRA recognized equivalents will be accepted. Existing book of business cultivated through personal business development efforts is desired. Should preferably have 5+ years of experience with high net worth and ultra high net worth client portfolios across a broad array of wealth management products and services. Relationship management experience is an asset. Experience teaming with specialists from different disciplines to meet the complex financial needs of clients is a plus. Commercial credit experience is preferred. Well-developed centers of influence network is desired. Extensive knowledge of the local market is an asset. Application Deadline: 05/04/2018;
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