Private Client Advisor
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About The Position
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Umpqua Banking partners and external CPA's and Attorney's. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise.
