Asset Management - Private Bank - Client Advisor - job in San Francisco, CA| Recruit Arrow
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Asset Management - Private Bank - Client Advisor -
Location : California, San Francisco
Refer job # LRHP338984
Job Responsibilities and Requirements: As the brand ambassador, the Client Advisor owns new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for deepening and strengthening existing relationships by continuing to present innovative solutions across the balance sheet to help clients achieve their financial goals. Act as ongoing relationship manager for a specific portfolio of clients and ensure every client has a positive experience Responsible for engaging in new business development to deliver Private Bank services to high net worth prospects and clients Exceed the expectations of Private Bank clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer) Develop a perspective on specific client situations in order to proactively select and recommend solutions Conduct investment reviews with high net worth clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements, advise on asset allocation and manage clients investment portfolio Initiate and close sales of complex investment products Qualifications Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Extensive experience with and in-depth knowledge of equities, fixed income, structured notes, and alternatives Measurable track record of successfully selling to high net worth clients Analytical ability in order to relate specific client asset situations to individual products Interactive skills in order to understand client needs and take action with the appropriate solutions Strong client relationship management and sales skills Experience profiling and formulating strategies for potential clients Demonstrated ability to close deals Impeccable interpersonal and organizational skills Strong leadership and management skills along with high level of self motivation Ability to work in a team based environment and assist in the development and retention of junior team members Requirements Seven plus years of experience in Private Banking or Financial Services industry Bachelors degree required, MBA, CFP or CFA preferred Prior experience providing complex solutions to high net worth Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date offers an exceptional benefits program and a highly competitive compensation package.
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