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Private Client Advisor - Executive Coverage

Charlotte, North Carolina

Job Description:

Role Overview:
The Private Client Advisor (PCA) is the 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 the Private Bank’s
capabilities and services, as required to meet their specific needs.

Job Description:
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. Failure to obtain and/or maintain SAFE
Act registration may result in your immediate termination.

Responsibilities:

  • 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 client's 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

Required Skills:

  • 7+ years of private banking or complex financial services experience OR minimal equivalent of a Bachelor’s
  • degree
  • Responsible for driving new business development for target client segment ($3MM++ investable assets)
  • In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or
  • credit; general understanding of all others
  • Present to clients a holistic approach, leveraging the entire US Trust 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 120 days of start date)
  • Desired Skills:
  • MBA or Post-Graduate Degree preferred
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

5000

Job Description:

Role Overview:
The Private Client Advisor (PCA) is the 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 the Private Bank’s
capabilities and services, as required to meet their specific needs.

Job Description:
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. Failure to obtain and/or maintain SAFE
Act registration may result in your immediate termination.

Responsibilities:

  • 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 client's 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

Required Skills:

  • 7+ years of private banking or complex financial services experience OR minimal equivalent of a Bachelor’s
  • degree
  • Responsible for driving new business development for target client segment ($3MM++ investable assets)
  • In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or
  • credit; general understanding of all others
  • Present to clients a holistic approach, leveraging the entire US Trust 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 120 days of start date)
  • Desired Skills:
  • MBA or Post-Graduate Degree preferred
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21043411

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Marianne Isgur

Referral Bonus:

5000

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255