What are the responsibilities and job description for the Commercial & Wealth Advisor position at Confidential Jobs_PP?
Summary:
Our award-winning client is seeking a Commercial & Wealth Advisor to join their team. We are seeking a seasoned Commercial & Wealth Advisor to represent our full suite of financial products and services, including lending, investment management, estate planning, trusts, and banking solutions. This is a client-facing role focused on developing and maintaining strong relationships with both existing clients and new prospects.
Responsibilities:
- Serve as a trusted advisor to commercial and high-net-worth clients, understanding their financial goals and providing tailored solutions.
- Develop new client relationships through centers of influence, including law firms, CPA firms, and community associations.
- Actively participate in community organizations and events to enhance the bank’s visibility and reputation.
- Leverage strong internal support, including leads and accounts provided by the bank, while proactively pursuing and converting opportunities.
- Collaborate with internal teams to ensure seamless delivery of banking, lending, investment, and trust services.
- Maintain a deep understanding of financial products, market trends, and regulatory requirements.
Required Qualifications:
- 10 years of experience in commercial banking, wealth management, or financial advisory services.
- Proven ability to develop and maintain strong relationships with clients and centers of influence.
- Active involvement in community organizations and a strong professional network.
- Strong business development skills with a proactive approach to pursuing leads.
- Excellent communication, presentation, and interpersonal skills.
- High integrity, professionalism, and a client-focused mindset.
What We Offer:
- Robust support from the bank, including access to accounts and qualified leads.
- A collaborative, client-centric environment that values relationship-building and professional growth.
- Competitive compensation package with performance incentives.
Opportunities to make a meaningful impact in both the bank and the community.