Private Client Advisor II

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.

Requirements

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations
• Builds relationships with internal and external partners and centers of influence