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Private Client Advisor
Bank of the West
Stockton, CA, United States
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Description
WEALTH MANAGEMENT IS GROWING!
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 – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Private Client Advisor:
Job Description Summary
Seasoned relationship manager is tasked with acquiring, growing and retaining High Net Worth (HNW) households. The Private Client Advisor is responsible for managing a portfolio of clients, maximizing client engagement by assessing, understanding, and meeting needs by providing a wide range of financial advice. Teaming with subject matter experts within Wealth Management Group (WMG) and across the bank is key. Both internal and external sourcing of new clients and prospects is expected. Those with entrepreneurial spirit will be most successful as this role relies on strong interpersonal skills, drive to network, and ability to follow through. The WMG at Bank of the West is growing rapidly, backed by the global reach and strength of our parent company, BNP Paribas.
Essential Job Functions:
1. Serves as the main point of contact for affluent and high net worth clients for Wealth Management with benefit of local administrative support.
2. Demonstrates solid business development skills by acquiring profitable client relationships.
3. Responsible for identifying client needs and ensuring they are met by leveraging investment, insurance, banking, credit or other relevant products/partners, in collaboration with external tax, legal and estate planning professionals.
4. Expands client portfolio through referrals to Fiduciary Specialists, Portfolio Managers, Financial Advisors, Family Wealth Advisors, Business Banking, Commercial Banking, etc.
5. Responsible for following up to ensure all banking services provided to clients exceed their expectations.
6. Expands and builds relationship with client by proactively monitoring client’s portfolio and conducting periodic client reviews.
7. Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for HNW clients.
8. Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures.
9. Performs other duties as assigned.
*LI-LH1
Qualifications:
• Bachelor’s Degree in Finance, Accounting, Bus Admin or related field-Required
• Master’s/Advanced Degree in Finance, Bus. Admin. or related field- Preferred
• Required License- Series 7, 65 or 66, CA Life and Health Insurance
• Requires 5+ years minimum prior relevant experience
• Solid knowledge of financial products and services for high net worth market
• Solid knowledge of consumer lending and portfolio management
• Solid knowledge of brokerage and investment products
• Intermediate software application experience
Equal Employment Opportunity Policy
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.