JCW Group
A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor. This role requires direct management of high-net-worth relationships, disciplined business development, and the ability to coordinate complex banking, credit, and investment needs.
Base pay range $125,000.00/yr - $200,000.00/yr
Key Responsibilities
Manage a defined book of HNW clients; ensure consistent delivery of banking, credit, and wealth advisory services.
Acquire new relationships through centers of influence, targeted prospecting, and referral channels.
Conduct detailed financial reviews and structure tailored lending, deposit, and investment solutions.
Partner with internal specialists (credit, trust, investments, commercial banking) to execute client strategies.
Maintain accurate documentation, adhere to regulatory requirements, and ensure risk controls are met.
Track pipeline activity, revenue opportunities, and relationship profitability.
Required Experience & Skills
Minimum 5+ years in private banking, wealth management, or related HNW advisory roles.
Demonstrated success in generating new HNW relationships in Fairfield County or similar markets.
Strong understanding of credit structures, portfolio construction basics, and balance‑sheet‑based advice.
Ability to manage complex family, business‑owner, and multigenerational client needs.
Any relevant certifications such as CFA or CFP is preferred but not required.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance
Industries
Financial Services and Investment Management
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Base pay range $125,000.00/yr - $200,000.00/yr
Key Responsibilities
Manage a defined book of HNW clients; ensure consistent delivery of banking, credit, and wealth advisory services.
Acquire new relationships through centers of influence, targeted prospecting, and referral channels.
Conduct detailed financial reviews and structure tailored lending, deposit, and investment solutions.
Partner with internal specialists (credit, trust, investments, commercial banking) to execute client strategies.
Maintain accurate documentation, adhere to regulatory requirements, and ensure risk controls are met.
Track pipeline activity, revenue opportunities, and relationship profitability.
Required Experience & Skills
Minimum 5+ years in private banking, wealth management, or related HNW advisory roles.
Demonstrated success in generating new HNW relationships in Fairfield County or similar markets.
Strong understanding of credit structures, portfolio construction basics, and balance‑sheet‑based advice.
Ability to manage complex family, business‑owner, and multigenerational client needs.
Any relevant certifications such as CFA or CFP is preferred but not required.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance
Industries
Financial Services and Investment Management
#J-18808-Ljbffr