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Years of Experience
Date Last Verified
Private Client Advisor II Responsibilities: 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 & Compliance requirements and policies.
Qualification and Experience
Qualifications: 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 Degree a significant plus.. 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelors degree. Responsible for driving new business development for target client segment ($3MM++ investable assets). Present to clients a holistic approach, leveraging the entire US Trust platform. A high touch, client-focused individual with exceptional interpersonal skills. A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client. Ability to influence; proactively asks for and closes business. Solutions oriented; sales and financial aptitude a must. Must be a skilled negotiator. Ability to work and identify the need for team specialists; collaborate closely with other team members. Takes on a leadership role on the team and within the business community.
Job number: 18006111
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