- Develop and manage HNW and UWHN client relationships
- Drive new client acquisition
- Cultivate COI relationships
- Implement clients' management strategy and financial plan.
- Collaborate with the firm's investment team and portfolio managers to ensure client portfolios are managed in-line with planning objectives.
- Assemble and lead the client team that serves the client - i.e. portfolio managers, trust officers, private bankers, financial planners, tax specialists, and client service officers.
- Deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
- Strong track record for business development
- Existing portable relationships preferred.
- Outstanding investment and planning acumen
- Strong communication skills
- Team player who can work well across the organization - i.e. commercial, retail and investment banking, credit, banking, compliance, etc...
- Commitment to providing exceptional client service.
- Possess existing COI relationships and have a strong network of professional, community service, and social relationships that result in new business leads and opportunities
- CFP a plus
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Wealth Advisor - Summit, United States - Peapack-Gladstone Bank
Description
Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.
What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first.We are proud to be recognized for the sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.
There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing
Peapack Private Wealth Management division includes investment management services provided for individuals and institutions; personal trust services, including services as executor, trustee, administrator, custodian and guardian, and other financial planning, tax preparation and advisory services. Officers from the Peapack Private Wealth Management Division are available to provide wealth management, trust and investment services at the Bank's headquarters in Bedminster, at private banking locations in Morristown, Princeton and Teaneck, New Jersey and at the Bank's subsidiaries, PGB Trust & Investments of Delaware, in Greenville, Delaware, Murphy Capital Management, in Gladstone, New Jersey, Quadrant Capital Management in Fairfield, New Jersey and Lassus Wherley in New Providence, New Jersey and Bonita Springs, Florida.
Job Description
The Peapack Private Wealth Advisor is focused on developing and servicing high net worth clients. The wealth advisor is the firm's primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, Wealth Advisors manage client relationships, providing sound financial planning and investment advice working closely across Peapack Private to deliver white glove service across a range of solutions including trust & estate planning, private banking, investment management, and commercial banking. Wealth Advisors grow Peapack's business through the efficient use of their time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to the bank.
Duties and Responsibilities
Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
