Private Client Advisor job in San Francisco, CA| Recruit Arrow
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Friday, April 19, 2024
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Title
Private Client Advisor
Location : California, San Francisco
Refer job # TPUO336638
 
Job Responsibilities and Requirements: Essential Job Functions: 1. Serves as the main point of contact for affluent and high net worth clients for Wealth Management with benefit of local administrative support. 2. Demonstrates solid business development skills by acquiring profitable client relationships. 3. Responsible for identifying client needs and ensuring they are met by leveraging investment, insurance, banking, credit or other relevant products/partners, in collaboration with external tax, legal and estate planning professionals. 4. Expands client portfolio through referrals to Fiduciary Specialists, Portfolio Managers, Financial Advisors, Family Wealth Advisors, Business Banking, Commercial Banking, etc. 5. Responsible for following up to ensure all banking services provided to clients exceed their expectations. 6. Expands and builds relationship with client by proactively monitoring client s portfolio and conducting periodic client reviews. 7. Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for HNW clients. 8. Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures. 9. Performs other duties as assigned. Qualifications: Bachelor s Degree in Finance, Accounting, Bus Admin or related field - Required Master s/Advanced Degree in Finance, Accounting, Bus Admin or related field - Preferred Required License(s) or Certifications - Series 7, 65 or 66, CA Life and Health Insurance Requires 5-8 years minimum prior relevant experience Solid knowledge of financial products and services for the HNW and ultra-high net worth market Solid knowledge of consumer lending and portfolio management Solid knowledge of brokerage and investment products Intermediate software application experience.
 
 
 
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