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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Min 12 yrs required
Private Client Advisor The candidate will 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 minimal equivalent of a bachelors degree. MBA or Post-Graduate Degree preferred and CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
Job number: 18055097
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