Wealth Advisor II - Private Bank
Core
Primary client relationship manager responsible for developing, delivering, and managing high-net-worth clients' Wealth Plans with a focus on capturing assets under management, loans, and deposits.
Role type
Senior IC wealth advisor / private banker
Builds
Wealth Plans, loan products, and deposit accounts for high-net-worth individuals
Domain
Banking / Wealth Management / Financial Services
Deliverable
client delivery
Required skills
relationship management, business development, compliance knowledge, complex relationship handling, sales
Preferred skills
securities and life insurance licensing, demonstrated success with high-net-worth clients, multi-tasking
Responsibilities
Build relationships with existing and new clients, self-acquire new business through community engagement, provide legendary client service, coordinate specialist involvement to fulfill client plans, work with moderate to high complexity relationships
Seniority
Mid-level IC (3+ years experience)