Senior Private Banking Advisor — Wealth Strategy & Client Growth

United States Digital Space LLC; Kansas City (MO); On-site; USD 180,000 - 320,000; Full time

Job summary

United States Digital Space LLC seeks a senior Private Banking Client Executive to lead client management and new business development for high-net-worth clients. You will partner across the enterprise to provide a Branded Client Experience and access to the full Private Bank platform to meet sophisticated client needs.

Ideal candidates bring 12+ years in private banking or equivalent financial services, strong licensing (Series 7/63/65 or 7/66), and a proven ability to grow investable assets

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
• High touch, client-focused individual with exceptional interpersonal skills
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
• Ability to influence; proactively asks for and closes business
• Solutions oriented; sales and financial aptitude a must
• Must be a skilled negotiator
• Ability to work with and identify the need for team specialists; collaborate closely with other team members
• Takes on a leadership role on the team and within the business community

Responsibilities

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations
• Encourages use and adoption of digital capabilities to enhance the client experience
• Builds relationships with internal and external partners and centers of influence

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma

MBA

CFP/CPA/CFA/CTFA/CFM/JD (significant plus)

Job description

United States Digital Space LLC seeks a senior Private Banking Client Executive to lead client management and new business development for high-net-worth clients. You will partner across the enterprise to provide a Branded Client Experience and access to the full Private Bank platform to meet sophisticated client needs.

Ideal candidates bring 12+ years in private banking or equivalent financial services, strong licensing (Series 7/63/65 or 7/66), and a proven ability to grow investable assets