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Job #891: Client Advisor - Palm Beach, FL (9-7-18)

  • Job Title: Client Advisor
  • Location: Florida
  • Salary: $100,000 - $150,000

About the Company:

In October of 2006, this Bank opened its doors for business. In doing so, we made history. They are the largest de novo, federally-chartered bank in the United States in terms of initial capitalization. With this financial strength, they are able to provide their clients with a customized set of private banking and commercial products and services as well as wealth management and insurance solutions. Their sophisticated product suite rivals that of large, regional banks. However, they are fundamentally different from most banks. Their core business strategy is not product-specific, promotion of growth for growth’s sake. Every Client Advisor approaches each new piece of business not just as a transaction, but as part of an ongoing relationship, beneficial to the clients and to the bank.

Job Description:

The Client Advisor is responsible for and empowered to customize financial solutions to meet the individual needs of personal and corporate clients. Manages client portfolios through an in-depth understanding of the client and their needs then offering a comprehensive range of banking, wealth management and risk management solutions. Responsible for accomplishing revenue production goals through client service and adhering to policies and procedures. (Seeking 2 client advisors to expand team from 10-12)

Major Position Functions:

  • Build relationships with clients
  • Supports strategic goals of the Bank
  • Business development through ethical selling of needs based and product neutral services
  • Active management of client portfolios by anticipating future needs and periodically reassessing current needs as changes dictate
  • Negotiating rates and working with various departments to meet client needs
  • Compassionate sense of urgency toward client needs/requests providing timely, attentive and friendly service
  • Engage needed talent within organization to meet client needs
  • Stay current on trends and developments in the market and industry
  • Ensure compliance with state and federal laws and regulations
  • Promote and protect Seaside Culture and Values
  • Ensure highest level of client information confidentiality and security
  • Single point of contact for the client
  • 15-20 years previous commercial and or wealth management experience
  • Formal credit training ideal

Interested candidates should contact Fred Stern at: fstern@infinitystaffingpartners.com. Please mention that you are a member of EisnerAmper's Friends of the Firm program.  Make sure to include Job #891 in the subject line and to copy Nkrumah Pierre and Jennifer Rosener at friendsoffirm@eisneramper.com on your email.