Private Client Advisor II
Core
Acquiring new clients, deepening relationships, and managing the full client lifecycle for high-net-worth individuals to achieve business development goals.
Role type
Senior Private Client Advisor (IC)
Builds
Branded client experience and integrated wealth solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
new business development, client relationship management, wealth strategy structuring, credit facilities, asset management, negotiation, sales aptitude, team leadership, digital adoption advocacy
Preferred skills
residential mortgage loan origination, internal partnership building
Technologies
digital capabilities platform
Responsibilities
Lead the Client Process Management Process to identify new business opportunities; Source new clients aligned with risk appetite; Deliver meaningful interactions and a Branded Client Experience; Develop in-depth understanding of client needs and wealth strategies; Advocate for clients with integrated recommendations; Encourage adoption of digital capabilities; Build relationships with internal and external partners
Seniority
Senior, hands-on IC