Direct Staffing Inc
PRIVATE CLIENT ADVISOR- AGRIBUSINESS- WEALTH MANAGEMENT GROUP
Direct Staffing Inc, Sacramento, California, United States, 95828
PRIVATE CLIENT ADVISOR - AGRIBUSINESS - WEALTH MANAGEMENT GROUP
Full-time
Location: Between Fresno and Sacramento market areas
Experience: 5-7 years
Relocation: Yes
Bonus: Yes
Job Description The Senior Private Client Advisor is the primary contact for our high net worth clients, managing portfolios with a focus on clients whose net worth is $1 million and above. Responsibilities include managing client relationships, assessing banking needs, and providing wealth advice, including estate and succession planning. This role involves serving the Bank's highest-value Wealth Management clients.
Position Accountabilities
Act as the main contact for high net worth clients in Wealth Management.
Develop profitable client relationships through business development skills.
Build relationships within the Bank’s Agribusiness Banking Division.
Identify client needs and offer relevant banking products and services, coordinating with tax, legal, and estate professionals.
Expand client portfolio via referrals to Trust Officers, Portfolio Managers, and other specialists.
Follow up to ensure high-quality service exceeds client expectations.
Monitor client portfolios proactively to strengthen relationships.
Engage clients in estate and succession planning processes.
Provide comprehensive financial advice using the full range of banking products for high net worth clients.
Ensure all client documentation is accurate and complete.
Maintain strong and effective client relationships.
Maintain required licenses.
Skills and Certifications
Bachelor's degree in Finance, Economics, Business, or related field?
Active Series 7, 63, 65, 66, and Life Insurance licenses?
Experience selling Life Insurance products?
Experience with estate planning?
Experience with Trusts?
Experience working with high net worth Agribusiness clients?
Ideal Candidate
Experience as a Private Banker with high net worth Agribusiness clients.
Fully licensed (Series 7, 65 or 66, and Life Insurance).
Experience selling Life Insurance.
Prior employment at Wells Fargo, US Bank, Northwestern Mutual, NY Life, or Prudential preferred.
All information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
#J-18808-Ljbffr
Full-time
Location: Between Fresno and Sacramento market areas
Experience: 5-7 years
Relocation: Yes
Bonus: Yes
Job Description The Senior Private Client Advisor is the primary contact for our high net worth clients, managing portfolios with a focus on clients whose net worth is $1 million and above. Responsibilities include managing client relationships, assessing banking needs, and providing wealth advice, including estate and succession planning. This role involves serving the Bank's highest-value Wealth Management clients.
Position Accountabilities
Act as the main contact for high net worth clients in Wealth Management.
Develop profitable client relationships through business development skills.
Build relationships within the Bank’s Agribusiness Banking Division.
Identify client needs and offer relevant banking products and services, coordinating with tax, legal, and estate professionals.
Expand client portfolio via referrals to Trust Officers, Portfolio Managers, and other specialists.
Follow up to ensure high-quality service exceeds client expectations.
Monitor client portfolios proactively to strengthen relationships.
Engage clients in estate and succession planning processes.
Provide comprehensive financial advice using the full range of banking products for high net worth clients.
Ensure all client documentation is accurate and complete.
Maintain strong and effective client relationships.
Maintain required licenses.
Skills and Certifications
Bachelor's degree in Finance, Economics, Business, or related field?
Active Series 7, 63, 65, 66, and Life Insurance licenses?
Experience selling Life Insurance products?
Experience with estate planning?
Experience with Trusts?
Experience working with high net worth Agribusiness clients?
Ideal Candidate
Experience as a Private Banker with high net worth Agribusiness clients.
Fully licensed (Series 7, 65 or 66, and Life Insurance).
Experience selling Life Insurance.
Prior employment at Wells Fargo, US Bank, Northwestern Mutual, NY Life, or Prudential preferred.
All information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
#J-18808-Ljbffr