Private Client Advisor
About The Position
Our Private Client Advisor will work with high and ultra-high net worth individuals, 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 Columbia 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. Deepening existing relationships and developing new relationships by taking a holistic view of issues and needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team approach. Working with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of Bank solutions. Work in collaboration with internal and external partners to help educate clients and prospects about a wide range of issues and potential problems that are important to their wellbeing. Where appropriate, coordinate the presentation of potential solutions. Speak to a broad knowledge of wealth management principles and estate planning strategies. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.
Requirements
- Bachelor’s degree, required.
- 5-10 years of experience in banking and wealth management, required.
- Excellent relationship management, networking, and business development skills.
- Extraordinary talent for driving business.
- Ability to serve as a subject matter expert in Estate planning and taxation.
- Extensive knowledge of Columbia Banking, Trust Services, Taxation planning, Asset Allocation concepts and Investment related products and services.
- Ability to partner with colleagues to identify and service unique clients' needs.
- Well-developed analytical and problem-solving skills.
- Excellent writing, speaking, and presentation skills.
- Ability to make critical decisions independently.
Nice To Haves
- Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred.
- Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred.
Responsibilities
- Identifying, closing, and deepening client relationships.
- Leading the team-based service model.
- Ensuring the delivery of the client experience.
- Driving growth through internal and external sourcing of new client relationships.
- Deepening existing relationships and developing new relationships by taking a holistic view of issues and needs.
- Creating strategies to provide education and solutions based on a collaborative, team approach.
- Working with branch and commercial partners to identify existing clients and new prospects.
- Educating clients and prospects about a wide range of issues and potential problems.
- Coordinating the presentation of potential solutions where appropriate.
- Demonstrating compliance with all bank regulations.
- Keeping up to date on regulation changes.
- Following all Bank policies and procedures, compliance regulations, and completing all required annual or job-specific training.
- Maintaining a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations.
- Coaching, mentoring, or training others and teaching coursework as subject matter expert.
- Actively learning, demonstrating, and fostering the Columbia corporate culture.
- Taking personal initiative and being a positive example for others to emulate.
- Embracing the vision to become “Business Bank of Choice”
Benefits
- Comprehensive healthcare coverage (medical, dental, and vision plans)
- 401(k)-retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation
- Sick days
- Volunteer days
- Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
