Relationship Manager (Private Client Advisor) - Wealth Management
Posted on: 29 Oct 2021
Sacramento, CA
Job Description
Seasoned Professional contributor works independently with limited supervision. The WMG Relationship Manager is the first initial point of contact and the primary contact to bank of the West's highest income / net worth client's portfolio with a focus on $250k affluent and $ 3.5M high net worth. The Relationship Manager is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice.
Essential Job Functions
Acts as the main point of contact for affluent and high end net worth clients for Wealth Management.
Demonstrates solid business development skills by acquiring profitable client relationships with high income/net worth clients of Wealth Management.
Responsible for identifying client needs and ensuring needs are met by utilizing investments, insurance, Daily Banking, Credit or Other relevant products, in connection with clients tax, legal and estate planning professionals.
Expands client portfolio through referrals to Fiduciary Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers.
Responsible for following up to ensure all banking services provided to clients exceed their expectations.
Expands and builds relationship with client by proactively monitoring client’s portfolio.
Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent / high-end private customer needs.
Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures.
Other Job Duties
Performs other duties as assigned.
Required Experience
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
Education
High School Diploma or GED Required
Bachelor's Degree Finance, Accounting, Bus Admin or related field
Licenses & Certifications
Series License-7 Active Valid FINRA Series 7 License Upon Hire
Series License-66 Active Valid FINRA Series 66 License or Series 63 & 65 in place of 66 Upon Hire
Requires NMLS Registry to perform duties as MLO 60 Days,
Skills
Solid knowledge of financial products and services for the ultra-high end net worth individual market.
Solid knowledge of consumer lending; credit, documentation and portfolio management Solid knowledge of brokerage and investment products Intermediate software application experience.
BNP Paribas
New York, New York
BNP Paribas has been present in the United States since the late 1800s and currently has nearly 14,000 employees in North America. The region is a key hub for the Bank’s global network of 71 countries and over 198,000 employees.
BNP Paribas offers its clients a full range of services from investment and retail banking to asset management services. In the United States, the two core businesses of BNP Paribas mirror the Bank’s global organization: Corporate & Institutional Banking and Retail Banking & Services (comprised of Domestic Markets and International Financial Services).
Corporate & Institutional Banking provides capital markets, securities services, financing, treasury and advisory solutions. The Bank’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. Clients are at the core of all of BNP Paribas’ services, and through developing and managing long-term relationships, our dedicated Coverage teams focus on enabling the Bank to provide integrated services to clients across a comprehensive range of products.
Retail Banking in the US includes both branch networks and a range of other specialized financial services. Bank of the West serves approximately 2 million household and business accounts through over 535 retail branch locations and dozens of commercial banking offices in 24 states.
We also offer integrated investment services available from BNP Paribas for private and institutional investors, including Asset Management and Real Estate services through Transwestern.
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IndustryBanking/Financial Services
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No. of Employees198,816+
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Website
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Jobs Posted1227
