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Private Client Advisor Duties: Focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families. Focus is new sales revenue through client acquisition and expansion of existing clients. Working through the Relationship Manager, assess clientâ€™s current financial situation and goals and objectives through the financial planning process. Prioritize short term and long term needs of the client. Recommend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions. Manage and review the relationship on an ongoing basis to ensure that the clientâ€™s goals and objectives are achieved. Private Client Advisor position will have a direct impact on revenue and the growth of the Wealth Advisory business and fee income of the Bank.
Qualification and Experience
Qualifications: Bachelorâ€™s Degree, or in lieu of degree, 4-5 yearsâ€™ relevant sales/professional work experience. CFP, MBA or similar designations preferred. Minimum five yearsâ€™ sales experience in the financial services industry. A proven track record of implementation of wealth management strategies. JD, CFP, MBA or similar designations. Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning. Brokerage Solutions: mutual funds, UITâ€™s, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions. Insurance Solutions: permanent (variable life, universal life, and whole life) and term insurance, long term care, disability and wealth transfer. General computer knowledge.
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