Private Client Advisor II- Executive Coverage
Core
Provide exceptional client service and coverage to corporate executives through deepening relationships and delivering a branded client experience.
Role type
Senior Private Client Advisor (Executive Wealth Services)
Builds
Integrated wealth solutions including wealth structuring, credit facilities, banking, and asset management for corporate executives
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client Management, Business Development, Wealth Planning, Risk Management, Loan Structuring, Negotiation, Solutions Oriented Sales
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM, JD
Technologies
Digital capabilities for client experience
Responsibilities
Develop in-depth understanding of clients' wealth strategies; Lead the Client Management Process; Advocate for clients with integrated recommendations; Encourage adoption of digital capabilities; Build relationships with internal and external partners
Seniority
Senior, hands-on IC with leadership responsibilities
