The bank for a changing world

Private Client Advisor- Wealth Management Group

Contract

Full-time

Location

United States-California-Santa Rosa

Job function

Advisory Services

Reference

026559

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Consumer Banking, Commercial Banking, and Wealth Management.

 

Position Summary

The  Sr. Private Client Advisor I is the first initial point of contact and the primary contact to Bank of the West's highest income/net worth clients portfolio with a focus on $250k affluent and $3.5M high net worth.  The Sr. Private Client Advisor is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice.  Private Client Advisors are responsible for the Bank's highest-value Wealth Management clients.       

 

Position Accountabilities:

  • Acts as the main point of contact for affluent and high end worth clients for Wealth Management.
  • Demonstrates solid business development skills by acquiring profitable client relationships with high income/net worth clients of Wealth Management.
  • Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, Daily Banking, Credit or Other relevant products, in connection with client's tax, legal, and estate planning professionals.
  • Expands client portfolio through referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers.
  • Responsible for following up to ensure all banking services provided to clients exceed their expectations.
  • Expands and builds relationship with client by proactively monitoring client's portfolio.
  • Provides clients a high level  of consultative financial advice by using the full range of banking products and services designed for the affluent/high -end private customer needs.
  • Ensures documentation is up to date and complete.
  • Maintaining excellent and effective Client Relationships.
  • Maintaining and continuing required licenses(s).
  • Performs other duties as assigned.
*LI-LH1

Required Education or Equivalent Experience

  • Bachelor’s Degree in Finance, Accounting, Business or related field.
  • Master’s/Advanced Degree in Business Administration or Finance Preferred
  • Required license(s) or certification(s) FINRA Series 7, 63, and 65 (or Series 66 in place of Series 63 & 65)

 

Required Experience

  • Years of functional/professional experience:  6+ years of consumer and/or commercial credit decision making experience.  6+ years in Private Banking lending, sales and services, and portfolio management.  Currently managing a portfolio of ultra high end net worth clients.

 

Field of Experience

  • Solid knowledge of financial products and services for the ultra high end net worth individual market
  • Solid knowledge of consumer lending; credit, documentation and portfolio management
  • Solid knowledge of brokerage and investment products
  • Intermediate software application experience

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.   Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

 

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.