* Actively identify prospects and establish contact with them/convert prospects into clients.
* Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
* Anticipate events in a client's life and business which have significant financial implications.
* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
* Build relationships with client families that cross generations to establish long-term connections to the Private Bank.
* Effectively manage client expectations regarding what can and cannot be executed on their behalf.
* Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
* Uncover needs that are not articulated or clearly expressed by the client.
* Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
* Help clients achieve broad financial/investment goals related to the creation and management of wealth.
* Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
* Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
* Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
* Establish a referral network and gain introductions to potential clients which generate new sales.
* Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank.
* Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
* Demonstrate strong commitment to team success and place team goals above personal achievement.
* Encourage team members to work together to deepen client relationships and exceed sales goals.
* Align complementary experiences and skill sets of team members to maximize client effectiveness.
* 6-10 years of experience
* Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling