US Trust Private Client Advisor II Job in Pasadena, California US
US Trust Private Client Advisor II
U.S. Trust is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive. Role Overview Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs Reports to the Market Executive or City Executive Responsibilities Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs Effectively manage a book of relationships and act as relationship lead accountable for the client's experience Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions Build relationships with internal and external sales referral partners Lead the Client Management Process (CMP) within client team to identify new business development opportunities Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development Provide significant input on pay for performance process of client team associates Meet Risk Compliance requirements and policies This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE ACT requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.