Wealth Management Advisor

Location: Westmont
Posted on: November 4, 2024

Job Description:

GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highlycredentialedspecialiststo provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

.Sales:

oDevelops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.

oEffectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.

oActs as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.

oDemonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.

oDevelops and strategically executes personal business plan to achieve defined revenue and business objectives.

.Client Experience:

oInstitutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.

oUtilizes the Life360 process when working with team members to deliver advice based solutions.

oCollaborates with a customized team of specialists to deliver high-quality client service.

oEnsures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.

oIdentifies and refers opportunities providing for the utilization of advanced planning solutions.

oCoordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors'' recommendations, consistent to client goals.

oPartners and leverages internal and external service providers to optimize effectiveness and efficiency.

oAs primary contact, resolves problems in a timely and effective manner.

oProvides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.

oAccountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360processtocontinually challenge and collaborate with the client to articulate and achieve their goals.

oManages overall profitability of client relationship.

oEnsures process information recorded timely in CRM regarding status and activities.

oDrives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.

oActs as primary point of contact for COI within Bank.

oAccountable for implementation of recommendations delivered to client.

oLeads the 90-day client on-boarding process.

oWorks in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.

oAddresses developmental needs and knowledge gaps as requested by manager and the Private Bank.

oChampions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.

.Other:

oExperienced operating in an environment that stresses both individual accountability and team-based performance.

oExhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.

oDisplays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.

oSupports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.

oActively participates within professional and community organizations.

oActively networks and effectively builds r

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