Director, Private Client Services

First National Bank

96d • $124,343 - $211,384

About The Position

The UHNW Financial Advisor serves as a trusted advisor to ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical client will have Investible Assets of $5MM or greater with sophisticated and complex needs. Through a team led approach, the UHNW Advisor supports families and business owners in every life stage, to meet their banking, planning, and wealth preservation needs. The UHNW Financial Advisor works with a dedicated team of experts to help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team to review, identify and deliver holistic family needs. The objective is to provide personalized education, advice, guidance and solutions at the right time to improve the client’s financial well-being.

Requirements

• Bachelor’s degree required (MBA preferred) with 10+ years of experience in Wealth Management.
• Deep expertise in Wealth Management with significant experience in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven track record in business development and relationship management.
• Ability to provide Investment advice and guidance to clients with highly complex and sophisticated relationships.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the Finance industry and the local, state, national and global economy.
• Exceptional listening skills to understand the client needs and deliver a comprehensive client solution.
• Ability to communicate confidently with ultra-affluent clients and prospects demonstrating poise, conviction and executive presence while speaking.

Responsibilities

• Drive new client acquisition through strategic networking, partnerships and referrals.
• Develop and execute a business development plan to grow client base and expand existing relationships.
• Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business.
• Leverage internal and external centers of influence to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.
• Develop and maintain long-term trusted advisor relationships with UHNW clients through exceptional service, proactive communication and deep understanding of their financial needs.
• Broaden the scope of client relationships through a focused and deep understanding of individual client needs while maintaining a commitment to fiduciary standard.
• Engage with internal and external sources to support the needs of the client while delivering results aligned to the organizational goals and profitability objectives.
• Provide personalized education, advice, guidance and solutions using an integrated delivery approach to include investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.
• Leverage specialty resources in a team led approach to deliver long term planning and investment solutions to clients that effectively manage and preserve their overall wealth.
• Surround the client with a team of experts to help manage and preserve multi-generational wealth.
• Interpret business challenges and recommend solutions the client may need today and in the future.
• Transform the client’s needs into relevant product and services offerings that exceed the client’s expectations.
• Partner with Trust, Planning and Investment teams to deliver holistic solutions.
• Exhibit professional behavior and promote positive working relationships throughout the organization.
• Contribute to a collaborative culture that prioritizes client outcomes and team success.
• Understand and comply with bank policy, laws, FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable.

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees