Job Details

Private Client Advisor Ii

Company name

U.S. Trust

Organization Type


Job Type


Date Last Verified

May 17,2019

Valid Through

Aug 30,2019

Posted on

Dec 13,2018

Years of Experience

Min 12 yrs required


Buffalo, NY, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Advisor II
The candidate will lead 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. Will report to the Market Executive. 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. Must have 12+ years of private banking or complex financial services experience OR equivalent of a bachelors degree. Must be a skilled negotiator. Series 7, 63 and 65 (or Series 7 and 66) is required . MBA or Post-Graduate Degree is preferred. CFP, CPA, CFA, CTFA, CFM or JD Degree a significant is plus.

Additional info

Job number: 18073355

Company info

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

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