Private Client Advisor II
Core
Acquire new clients, deepen relationships, and provide integrated wealth management solutions for high-net-worth individuals.
Role type
Senior Private Client Advisor (IC)
Builds
Branded client experience and wealth management solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
new business development, client relationship management, wealth strategy planning, integrated financial solutions, sales negotiation, team leadership, digital adoption advocacy
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM, JD
Technologies
Private Bank platform, digital capabilities
Responsibilities
Lead client management process to identify business opportunities, source new clients within risk appetite, deliver branded client experience, develop deep understanding of client wealth needs, advocate for clients with integrated recommendations, encourage digital capability adoption, build internal and external partner relationships
Seniority
Senior, hands-on IC
