Private Client Advisor II

Job Description: 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

• Series 7, 63 and 65 (or Series 7 and 66) licenses
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• High touch, client-focused individual with exceptional interpersonal skills
• 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 with 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

Benefits

• Formulaic incentive eligible
• Benefits