Private Client Wealth Advisor

Bank Midwest; Englewood (CO); On-site; USD 110,000 - 180,000; Full time

Job summary

NBH Bank in Colorado is seeking a motivated Private Client Advisor to serve a select group of affluent clients. You will establish trusted banker-client relationships, coordinate client financial needs across multiple lines of business, and protect all client information in line with policy.

You will work to achieve quarterly and annual sales and service goals while upholding compliance and high standards of client service.

Qualifications

• Bachelor’s degree in Business Administration or equivalent.
• Minimum of 5+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience.
• Must be registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS).
• Must possess a valid driver’s license and driving history meeting Bank standards.

Responsibilities

• Establish a trusted banker-client relationship with NBH’s affluent clients.
• Coordinate client financial needs through proactive, disciplined cross- Line collaboration.
• Protect all client and bank information and adhere to privacy policies.
• Achieve quarterly and annual sales and service goals; participate in community and professional organizations.

Skills

Client relationship building

Sales experience

Communication skills

Attention to detail

Financial acumen

Microsoft Office

Education

Bachelor’s degree in Business Administration

Tools

Outlook

Excel

PowerPoint

Job description

NBH Bank in Colorado is seeking a motivated Private Client Advisor to serve a select group of affluent clients. You will establish trusted banker-client relationships, coordinate client financial needs across multiple lines of business, and protect all client information in line with policy.

You will work to achieve quarterly and annual sales and service goals while upholding compliance and high standards of client service.