senior private client advisor

City National Bank of Florida

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You'll Do: <ul><li> Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. </li><li> Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. </li><li> Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. </li><li> Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. </li><li> Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. </li><li> Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. </li><li> Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. </li></ul>Qualifications:<ul><li> What We're Looking For <ul><li> Experience: 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. </li><li> Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. </li><li> Education: Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. </li><li> Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. </li><li> Knowledge: Strong understanding of financial products, credit policies, and the private banking market. </li></ul> Why Join Us? <ul><li> Be part of a team that values innovation, collaboration, and client success. </li><li> Enjoy opportunities for professional growth and development. </li><li> Make a meaningful impact by helping high-net-worth clients achieve their financial goals. </li></ul></li></ul>Education:<ul><li> Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. </li></ul>Special information to candidates:<ul><li> Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. </li><li> Please view Equal Employment Opportunity Posters here . </li><li> The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) </li><li> Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at . </li></ul>

Private Banking Officer Senior - Legal/Law firm Group

Henley and Partners

<div>Joining Henley &amp; Partners
As the leading global citizenship and residency advisory firm for over two decades, Henley &amp; Partners helps clients navigate the complex landscape of investment migration and citizenship planning. 
Why Choose Henley &amp; Partners?<ul><li>
Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.</li><li>
Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.</li><li>
Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.</li><li>
Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.</li><li>
Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility.</li><li>
Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being.</li></ul> 
...but that's enough about us, let's talk about you! 
As a Private Client Advisor, you&rsquo;ll be an ambassador for H&amp;P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. 
Responsibilities: 
<ul><li>
Raise awareness about H&amp;P's services and solutions by proactively reaching out to potential clients and intermediary partners.</li><li>
Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.</li><li>
Provide expert advice on residency &amp; citizenship planning to help clients achieve their objectives.</li><li>
Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.</li><li>
Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.</li><li>
Achieve a high success rate in converting sales leads into H&amp;P clients.</li><li>
Meet and exceed annual sales targets for assigned jurisdictions.</li><li>
Actively expand the existing contact database to identify new opportunities for value creation.</li><li>
Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.</li><li>
Keep detailed and effective notes on prospect and customer interactions using our CRM system.</li><li>
Act as a positive representative of H&amp;P and our brand at industry events and conferences</li></ul> 
Qualifications: 
<ul><li>
Undergraduate degree in business, economics, marketing, or related disciplines.</li><li>
+3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.</li><li>
Knowledge and experience with HNWIs is highly appreciated.</li><li>
Multilingual and territorial-specific experience is considered an advantage.</li><li>
Exceptional communication skills to engage with industry stakeholders - full English business proficiency is required, as well as, Urdu.</li><li>
Collaborative approach to build positive relationships and influence others.</li><li>
Excellent negotiation and persuasion skills, including tact and diplomacy.</li><li>
Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.</li><li>
Ability to gather data and provide accurate client analysis for tailored solutions.</li></ul>
Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy
BHbUPX3Uqu</div>

Private Client Advisor

Printemps Doha

<div>
 
 A Junior Client Advisor is responsible for providing our customers with exceptional service by meeting their individual needs and expectations, as well as serving as a Printemps ambassador. Passion for sales and with strong commercial mindset is essential.
 
 
 
 
 
 More than a Sales associate but as a true personal &lsquo;advisor&rsquo;- someone who has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with a global clientele. The Junior Client Advisor and is responsible for managing activities intended to achieve sales objectives, namely: promoting product attributes to the client, developing and enhancing their skills to increase sales results, and participating in the promotion of a positive work/store environment.
 
 
 
 
 
 Junior Client Advisor drive a company's product and/or service sales by actively seeking out prospects and pursuing sales opportunities.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Act as a role model demonstrating sales leadership to the team, fostering cross-selling and client repurchase.
 </li>
 <li>
 Ensure business opportunities are maximized through efficient sales floor management, being a visible presence and support, ensuring Printemps standards are achieved.
 </li>
 <li>
 Cultivate a culture of excellent customer service. Resolve customer complaints effectively and promptly or escalate to Management.
 </li>
 <li>
 Maximize sales &amp; customer satisfaction.
 </li>
 <li>
 To review customer complaints / suggestions and propose improvements in customer service standards
 </li>
 <li>
 Support Store supply chain team, ensure store Inventory by controlling receiving, display, sales, turnover, back to vendors, &hellip;
 </li>
 <li>
 Ensure that all merchandising activities in the store reflect the needs of the trading period in line with the Printemps Marketing Calendar.
 </li>
 <li>
 Formulates pricing policies by reviewing merchandising activities; determining additional needed sales promotion; authorizing clearance sales; studying trends.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 At least 3 years of experience in the luxury retail industry or similar industry.
 </li>
 <li>
 Arabic nationality required.
 </li>
 <li>
 Excellent people skills, ability to motivate and teach leaders to succeed.
 </li>
 <li>
 Experience drafting manuals and setting operational standards.
 </li>
 <li>
 Ability to work with leaders to maintain consistency across all stores.
 </li>
 <li>
 Analytical, reporting skills and business, commercial awareness.
 </li>
 <li>
 Inter-personal communication skills.
 </li>
 <li>
 Stock and Inventory management.
 </li>
 </ul>
 
 
</div>

Jr Client Advisor

Morgan Stanley

<div>POSITION SUMMARY
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
<ul><li>Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
</li><li>Executing money movement transactions at the request of the client and/or FA/PWA/team
</li><li>Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
</li><li>Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
</li><li>Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
</li><li>Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
</li><li>Supporting the FAs / PWAs / teams&rsquo; marketing strategy (e.g., website maintenance)
</li><li>Assist FAs / PWAs/ teams in delivering against their business plan and client service model
</li><li>Remaining current on all policies, procedures, and new platforms
</li><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul>ADMINISTRATIVE SUPPORT:
<ul><li>Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
</li><li>Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
</li><li>Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
</li><li>Assisting with general in-office support functions such as copying, filing and scanning documentation
</li><li>Preparing and submitting expense reports for processing at the direction of the FA/PWA
</li></ul>EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
<ul><li>High School Diploma/Equivalency
</li><li>College degree preferred
</li><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
</li><li>At least 5 years of industry experience required
</li><li>Demonstrated strong performance in current role for the prior 2 years, if applicable
</li></ul>Knowledge/Skills
<ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li><li>Detail orientated with superior organizational skills and ability to prioritize
</li><li>Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
</li><li>Exceptional writing, interpersonal and client service skills
</li><li>Strong time management skills
</li><li>Team player with the ability to collaborate with others
</li><li>Ability to work in a fast-paced, evolving environment
</li><li>Adaptable and ability to multitask
</li><li>Goal oriented, self-motivated and results driven
</li></ul>Reports to:
<ul><li>Business Service Officer
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Senior Registered Client Associate

Western Alliance Bank

<div><div>Job Title:</div>
Vice President, Relationship Manager - Private Client Group<div></div><div>
Location:</div>
San Francisco - Montgomery<div></div><div>
What you'll do:</div>
The Vice President, Relationship Manager within the Private Client Group focuses on high-net-worth individuals, entrepreneurs, commercial real estate investors, family offices, etc. You'll be responsible for identifying a target market for new business and subsequently developing and establishing a book of new business of both loans and deposits from those relationships. You'll be responsible for the negotiating, structuring, and coordinating the closing of a variety of loan types including lines of credit, commercial real estate, and business loans in compliance with the Bank&rsquo;s lending policies and procedures. You'll need to develop full depository relationships with clients including treasury management solutions, while exceeding customer needs and expectations.<ul><li>
Compile and analyze market research data to develop recommendations regarding products and services focused on needs of target market.</li><li>
Engage in business development activities and solicitation of new business based on the target market.</li><li>
Collaborate closely with treasury partner to ensure seamless client experiences.</li><li>
Call and visit target customers to promote and sell Bank products and services to establish a new book of business.</li><li>
Develop and maintain customer data base including calls and results on all new business relationships. Make reports to superiors as required.</li><li>
Interview prospective applicants and requests specified information related to loan or credit application; correspond or re-interview applicants to resolve questions regarding application information.</li><li>
Perform basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends.</li><li>
Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee.</li><li>
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager&rsquo;s portfolio.</li><li>
Maintain a superior knowledge of financial industry status and trends.</li><li>
Recommend to senior management those products and services experiencing less than satisfactory performance.</li><li>
Represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank&rsquo;s image and develop additional business; assist the Bank in establishing and maintaining market position in the financing arena.</li></ul><div></div><div>
What you'll need:</div><ul><li>
7+ years of related experience.</li><li>
Bachelor's degree or equivalent experience required.</li><li>
Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.</li><li>
Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.</li><li>
Advanced knowledge in all facets of relationship management.</li><li>
Advanced organizational and time management skills.</li><li>
Advanced speaking and writing communication skills.</li><li>
May require up to 50% travel.</li></ul><div></div>
Compensation: Salary range for new hires is generally $159,250.00 - $196,720.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.<div></div><div>
Benefits you&rsquo;ll love: 
We offer all the important things you'd want &mdash; like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you&rsquo;ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!</div><div></div><div>
About the company:</div><div>
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.</div><div></div><div>
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email <div>HR@westernalliancebank.com</div> or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.</div><div></div><div>
&copy; Western Alliance Bancorporation</div></div>

Vice President, Relationship Manager - Private Client Group

Knight Temple Recruitment

Are you an experienced Protection Adviser looking for a fresh start in 2026?Do you want to work remotely with an opportunity in the future to choose your own hours of work?If so, please read on Our client is a directly authorised broker whose sales team work 100% remote providing advice on income protection, life & protection solutions to clients throughout the UK from leads which are 100% generated in house.As part of their growth plans for 2026 they are seeking to appoint a small number of experienced protection advisers to join them at the beginning of January.<ul><li>Starting salary negotiable to £30,000</li><li>OTE £50-60,000 (Uncapped bonus) </li><li>Role is 100% remote (inc. training) with no weekend work and a 3.30 finish each Friday. </li><li>Working hours are 9.30 to 6.30 Monday to Thursday </li><li>High performing advisers can work their own hours, subject to clearly laid out and achievable objectives. </li></ul>In addition to generating their own leads in house via a wide range of marketing initiatives including collaborations with household names within sport.What are they looking for?To be considered you must have a least 2 years phone-based life & protection sales experience. You will have worked with leads generated via the web and or third-party collaborations and will be able to demonstrate that you can maximise the potential of each lead provided via a consultative sales approach.As an employer they recognise that top performing consultants deserve to be treated differently as such once you progress to the next level of adviser you can choose your own hours of work and you will only be measured on their results in terms of performance and quality of sale, NOT working hours, dials or talk time.This status can be achieved within 6 months of joining and how to achieve this will be fully explained during the recruitment process.RewardsStarting salary is based on previous performance and can be reviewed twice yearly. Existing top performing consultants are earning more than £60,000 + thanks to an uncapped bonus scheme.If you have the experience, we are seeking and want to work remote for a company who will value you as an individual please apply today.Please note.It is Knight Temple Recruitment's policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.

Senior Protection Advisor (Remote)

Search 10000+ Senior private client advisor jobs near you this January. New roles added regularly across leading industries. Apply today.

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Senior Protection Advisor (Remote)