Wealth Advisor safe Ii

Profile

Wealth Advisor (SAFE) II
The candidate will identify prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within company. Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and other professionals across company. Accountable for prospect identification, client acquisition and for tailoring the delivery of products, services and resources to clients based on their needs. Serve as relationship manager, informal leader of internal teams for WM. Lead Tactical Sales Process and Client Discovery Review to gather information about prospects and clients, future plans, goals, and objectives. Engages practice experts in various WM lines of business to deliver products and services across the full breadth of WM offerings and experts across company for client benefit. Prepare and deliver presentations, and relationship reviews to clients. Partner during client relationship reviews with Financial Advisors, who present investment updates. Refer business to the appropriate partner within or outside of WM. Establish relationships with centers of influence within the HNW/UHNW space. Ensure all appropriate measures are taken to mitigate risk.

Company info

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