Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals.
Leads client team members and partners with other internal specialists to provide clients access to the full array of Private Bank capabilities and services, as required to meet their specific needs.
Reports to the Market Executive
Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth (HNW) clients. PCAs generally will have an in depth knowledge of one or two of the following areas: investments, credit, banking, trust and wealth transfer and a general understanding of the other areas. Using this knowledge, a PCA will help facilitate the integrated delivery of our services for investments, credit, fiduciary and other banking services. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process.
Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed
Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs
Effectively manage a book of relationships and act as relationship lead accountable for the clients' experience
Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
Build relationships with internal and external sales referral partners
Lead the Client Management Process (CMP) within client team to identify new business development opportunities
Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
Meet Risk & Compliance requirements and policies
12+ years of private banking or complex financial services experience
Responsible for driving new business development for target client segment ($3MM++ investable assets)
Present to clients a holistic approach, leveraging the entire Private Bank platform
A high touch, client-focused individual with exceptional interpersonal skills
A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Ability to influence; proactively asks for and closes business
Solutions oriented; sales and financial aptitude a must
Must be a skilled negotiator
Ability to work and identify the need for team specialists; collaborate closely with other team members
Takes on a leadership role on the team and within the business community - Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within a 120 days of start date)