Private Client Advisor II
$100,000–$275,000 year
On-siteRichmond, Virginia, United States or Charlottesville, Virginia, United States
Job Summary
Lead the Client Management Process to identify new business development opportunities and source clients aligned with the bank's risk appetite. Drive new business for target segments with $3MM++ investable assets by presenting a holistic approach leveraging the full Private Bank platform. Develop in-depth understanding of client needs and preferences to provide integrated recommendations including wealth structuring, credit facilities, and asset management. Advocate for clients as trusted advisors while encouraging adoption of digital capabilities to enhance the client experience. Build relationships with internal and external partners to deliver a branded client experience and ensure client retention.
Required Qualifications
- Series 7, 63 and 65 (or Series 7 and 66)
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
- Must register with the federal registry system and remain in good standing pursuant to SAFE Act requirements
- Must submit to the required SAFE Act background check
Desired Qualifications
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD
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