Private Banking Wealth Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-21
Listing for:
JCW Group
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Our client, a regional bank in Fairfield County, Connecticut, is seeking an experienced Wealth Advisor with a transferable book of business to join their Private Banking and Wealth Management division. The ideal candidate will have a background in private banking, trust services, or high-net-worth client advisory.
Key Responsibilities:
- Manage and grow a portfolio of high-net-worth clients.
- Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services.
- Develop new client relationships through referrals, networking, and business development activities.
- Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience.
- Ensure compliance with all internal policies and regulatory requirements.
Qualifications:
- Minimum 5 years of experience in wealth advisory, private banking, or trust services.
- Proven track record of managing high-net-worth relationships.
- Portable book of business required.
- Strong knowledge of investment, estate, and financial planning concepts.
- Relevant licenses (e.g., Series 7, 66, or equivalent) preferred.
- Bachelor’s degree in finance, economics, business, or related field.
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