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Private Banking Advisor
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Full-time
- The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients.
- Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.
- Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
- Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates.
- Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
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