Job Details

Private Client Advisor Ii

Company name

U.S. Trust

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jul 17,2019

Valid Through

Oct 30,2019

Posted on

Oct 11,2018

Years of Experience

Min 12 yrs required

Location

Walnut Creek, CA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Advisor II
The candidate responsibilities will include: 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 US Trust platform. 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: 18055132

Company info

Hiring Coordinator
U.S. Trust
1331 N. California Blvd
Suite 750
Walnut Creek, CA 94596

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