Private Wealth Management Wealth Advisor

Job Overview

Our client currently looking for Private Wealth Management Wealth Advisor

Responsibilities

• The information that you submit will be collected and reviewed by associates, consultants, and vendors of  in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of  unless required by law
• Such information will be stored in accordance with regulatory requirements and in conjunction with Retention Schedule for a minimum of three years
• , the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts
• Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
• Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
• Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
• Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
• Performs perpetual discovery, assessing a client’s financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
• Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
• Acts as a resource to associates with less experience