Private Client Advisor II
Core
Acquiring new clients, deepening relationships, and building networks to achieve business development goals for high-net-worth individuals.
Role type
Senior Private Client Advisor (IC)
Builds
Branded client experience and integrated financial solutions (wealth structuring, credit, banking, asset management)
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Business Development, Client Management, Wealth Planning, Prospecting, Solutions Advisory, Negotiation, Loan Structuring, Risk Management
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM, JD
Technologies
Digital capabilities
Responsibilities
Lead client process management to identify new business opportunities, source new clients aligned with risk appetite, deliver branded client experiences, develop deep understanding of client wealth strategies, advocate for clients with integrated recommendations, encourage adoption of digital capabilities, build relationships with internal/external partners
Seniority
Senior, hands-on IC