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Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.
What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the fifth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.
There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (an committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!
Client Advisor
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Job Purpose
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The Senior Client Advisor is generally the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices - delivering sound and proactive investment, trust, fiduciary, tax and financial planning advice and counsel to high net worth clients and families
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Primary Job Accountabilities/
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Client Relationship Management * Extensive communication with clients and their advisors * Internally "quarterback" the Peapack Private team of professionals who serve the client * Proactively communicate recommendations, strategies and ideas to clients * Consult with attorneys, accountants and other advisors on financial, tax and estate planning issues * In concert with investment colleagues - discuss and present economic and market trends as well as investment process, strategies, and performance to clients and prospects Financial Planning
New Business Development and Marketing
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Success and Goals:
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Success Factors
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* Developing and maintaining strong, long-term client relationships * Effectively working with internal partners/colleagues * High client satisfaction and retention * Expanding wallet share and generating new/increased revenue * Sourcing new business opportunities though client referrals and outside COIs |
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Position goals
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* Create/maintain meaningful and deep client relationships * Earn "trusted advisor" status with clients * Be team-player - effectively building relationships with colleagues to effectively serve clients |
Qualifications/Requirements:
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Experience and Education |
* Bachelor's degree * 10 + years' experience in financial planning, wealth management and/or private banking |
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Skills and Knowledge |
* Demonstrate ability to build strong relationships and work with diverse personalities * Strong verbal and written communication skills * Detail oriented with strong organizational skills * Proven ability to manage multiple priorities and meet deadlines * Strong problem-solving skills * Demonstrate integrity and ability to maintain confidentiality * Demonstrate professional demeanor |
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Licenses or Other Considerations |
* CFP Certification (or similar/other advanced degrees or certifications) highly preferred |
It is Bank policy to provide equal employment opportunity for all persons by administering recruitment, hiring, training, promotion, compensation, benefits, and transfers, for all associates without discrimination because of race, color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity or any other legally protected status. Peapack-Gladstone Bank offers reasonable accommodation in the employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. Please contact any member of management at your nearest Peapack-Gladstone Bank office.
Equal Opportunity Employer M/F/Individuals with Disabilities/Veteran Status (EOE) (AA).
VETERAN COMMITMENT. Peapack-Gladstone Bank commits to hiring returning veterans.