Private Wealth Advisor II

Including, but not limited to regular client meetings to review and update: client goals, financial information and investments.

Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.

Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.

Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.

Proficiency with introductions to in-house insurance experts and other financial resources.

Foster productive relationships with business partners in Consumer and Commercial.

Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.

Develop external center of influence opportunities outside of bank.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:

Consistently researching and developing subject matter expertise to consult clients appropriately.

Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.

Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.

Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.

Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.

Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.

Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.