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Date Last Verified
Years of Experience
ProfilePrivate Client Advisor II The candidate does client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. 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 their specific needs. Reports to the Market Executive. Facilitate the integrated delivery of services for investments, credit, fiduciary and other banking services. 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. Responsible for driving new business development for target client segment ($3MM++ investable assets). Present to clients a holistic approach, leveraging the entire Trust platform.
Qualification and Experience
The candidate should have 12+ years of private banking or complex financial services experience OR 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) is essential. MBA or Post-Graduate Degree is preferred. CFP, CPA, CFA, CTFA, CFM or JD degree is a significant plus. Should have 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: 17024771
114 West 47th Street
New York City, NY 10036