Merrill Lynch Employment – Private Client Advisor

Website Merrill Lynch

Job Description:

Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth (HNW) clients.

Job Responsibilities:

  • Develop in-depth understanding of client’s needs, preferences and overall wealth; be responsive to changes in the business environment or client needs
  • Lead the Client Management Process (CMP) within client team to identify new business development opportunities
  • Meet Risk & Compliance requirements and policies
  • Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
  • Build relationships with internal and external sales referral partners
  • Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed
  • Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
  • Effectively manage a book of relationships and act as relationship lead accountable for the clients experience

Job Requirements:

  • Must be a skilled negotiator
  • Solutions oriented; sales and financial aptitude a must
  • Ability to work and identify the need for team specialists; collaborate closely with other team members
  • Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start – unlicensed candidates may be considered if willing to obtain licenses within a 120 days of start date)
  • Present to clients a holistic approach, leveraging the entire Private Bank platform
  • 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
  • Ability to influence; proactively asks for and closes business
  • A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
  • Responsible for driving new business development for target client segment ($3MM++ investable assets)
  • A high touch, client-focused individual with exceptional interpersonal skills
  • Takes on a leadership role on the team and within the business community

Job Details:

Company: Merrill Lynch

Vacancy Type: Full Time

Job Location: Cleveland, Ohio, US

Application Deadline: N/A

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