Private Client Advisor

About This Role

This role will develop relationships with high-net-worth individuals and their advisors to provide financial guidance, including estate and tax planning, utilizing the bank's resources.

Responsibilities

• Comply with all policies, procedures, federal and state laws applicable to the job
• Network and develop relationships with bank officers, attorneys, accountants, insurance professionals, investment bankers, and others
• Engage in a high level of daily sales and marketing activity
• Consult with clients and prospects regarding estate and tax planning and other fiduciary needs
• Marshal the resources within CitizensTrust to meet client needs
• Communicate client objectives and review asset allocations with portfolio managers
• Assist portfolio managers in understanding client financial objectives, personal goals, and preferences
• Work with high net worth individuals, businesses and municipalities across a variety of backgrounds, products and services
• Provide, present and promote The Citizens Experience to all external and internal customers

Requirements

• 5+ years related experience and/or training
• Familiarity with principles of investing and personal planning
• Demonstrable network of high net worth individuals and their advisors
• Ability to travel locally a minimum of 50% of the time
• Knowledge of Microsoft Office

Qualifications

• Bachelor's degree (B A or BS) from four-year college or university
• Minimum of five years related experience and/or training

Nice to Have

• Advanced degree (ie: MBA) or certificates
• MBA
• CFA
• CFP
• BMA

Skills

* Required skills