Director, Private Bank and Wealth Advisory Director, Private Bank and Wealth Advisory …

Silicon Valley Bank
in Atlanta, GA, United States
Permanent, Full time
Last application, 21 Jan 20
Competitive
Silicon Valley Bank
in Atlanta, GA, United States
Permanent, Full time
Last application, 21 Jan 20
Competitive
Director, Private Bank and Wealth Advisory
The Director - Relationship Manager is responsible for leading efforts to build, expand and service banking, credit and investment advisory relationships with individuals who are strategic to Silicon Valley Bank.

The ability to develop deep personal relationships, anticipate client needs and become a trusted advisor is essential to success in this role.

Responsibilities include:

  • Servicing a broad range of client financial needs - including banking, credit (mortgage and tailored solutions), planning, investment management and retirement support.

  • Lead clients with a clear and proactive communication approach while acting as a fiduciary.

  • Simultaneously develop strong working relationships with clients and across internal investment channels and banking teams. Engages in business community activities to enhance SVB's visibility in target market segments.


Qualifications
  • Bachelor's degree; CFP, CFA or CIMA a plus.

  • 10+ years of private client/private banking experience.

  • Lead deposit, credit and investment portfolio growth efforts in assigned market(s) through broad knowledge of banking, investments, trust services, financial planning and traditional/tailored credit.

  • Demonstrates strong financial planning skill set; develops plan to meet short, medium and long-term client goals. Able to construct and deliver customized portfolio advice along with specific investment recommendations.

  • Accept assets in a manner that complies with operational control procedures of the company. Review all assets to ensure compliance with all policies and procedures.

  • Tracks and monitors client portfolios to ensure full compliance and investment objectives are met.

  • Advanced knowledge of traditional loan underwriting, operations and products.

  • Able to identify, structure and negotiate customized loans, both unsecured and against liquid/illiquid collateral.

  • Maintains good working relationship with key individuals and professional groups in the community, including attorneys, CPAs and insurance experts.

  • A high-touch, client-focused individual with exceptional relationship management and sales skills.

  • Independent contributor, yet highly collaborative with strong team approach. Must be willing to invest in the success of colleagues within immediate team and across SVB.

  • Experience working with venture and private equity professionals, entrepreneurs and technology executives in the high-tech and life science industries preferred.
Close
Loading...