Private Wealth Advisor - SBarbara SDiego Glendale SF Valley

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POST DATE 9/16/2016
END DATE 6/16/2017

DM Stone Los Angeles, CA

Los Angeles, CA
AJE Ref #
Job Classification
Full Time
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This is the most senior wealth advisory role, providing relationship management to clients in the $3MM+ market segment. Private Wealth Advisors are expected to proactively attract, deepen, and manage the most complex and sophisticated financial relationships through the use of Private Wealth Management tools and processes (e.g., Value Ladder, Life Wealth Cycle, Client Profile, and Wealth Planning). Advisors in this role need to understand the complexity of Wealth Planning, investment management, risk management, estate & business planning, banking, and loan needs of high net worth clients. They will be expected to deliver a differentiated client experience that supports the Bank's value proposition through a consultative, needs based approach and proactive relationship management.Private Wealth Advisors advise and consult with clients to maximize their use of wealth planning, investment services, risk management, trust and estate services, and banking and loans. Private Wealth Advisors cultivate internal and external referral networks to source new high net worth clients. Achieve quarterly and annual performance goals through proactive growth and retention of high quality client portfolios with a focus on driving overall profitability to meet bank targets. Represent the Bank in the community by becoming active in professional and community groups. Major Responsibilities:75% SALES, MARKETING AND BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION)Develop and execute marke


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