The
Private Client Advisor is responsible for providing customized financial services to meet the needs of high-net-worth individuals and families. Private Client Advisors at Nicolet build strong relationships and deliver unparalleled service while matching client needs to all bank solutions including cash management, lending and investment management. Private Client Advisors are ambassadors of Nicolet through various leadership roles in the community as well as within the organization.
As a Private Client Advisor, you will:- Provide full-service banking to high-net-worth individuals.
- Develop deep relationships with clients to ensure we meet their financial needs and exceed their expectations.
- Bring appropriate solutions using bank products and services.
- Exhibit strong knowledge of all cash management solutions including Nicolet's deposit products.
- Have a deep understanding of all credit solutions such as mortgages, construction loans, home equity loans, investment-secured loans and unsecured loans.
- Cross-sell all lines of business with an emphasis on commercial, treasury management, investment management, retirement-plan services and advanced planning.
- Maintain client information in the customer relationship management software program.
- Build and maintain strong partnerships with all other business lines of Nicolet.
- Communicate with strategic partners to pursue opportunities for new business.
- Discuss client needs, problems and complaints and work towards resolutions together.
- Develop a strong external network of relationships with a focus on centers of influence such as, but not limited to, local attorneys, accountants, realtors and builders.
- Help oversee team to include coaching and development, training, and reviews.
- Play an active role in the community such as non-profit boards, volunteering and attending various events representing Nicolet.
- Some travel required.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Supervisory Responsibilities:- Directly supervise the Private Client Associates and Specialists (if applicable) in accordance with Nicolet's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; coaching, mentoring and development planning; rewarding and disciplining employees; addressing complaints and resolving problems.
Qualifications:- Bachelor's degree required.
- MBA, CWS® and/or CFP® preferred.
- 5+ years of customer-facing banking experience, preferably in a private banking department including lending experience.
- 1-3 years of supervisory/management experience.
- PC, phone system, general office equipment.
- Ability to maintain strict confidentiality.
- Solid judgment and decision-making skills.
- Assertive personality, team player, strong listening skills.
- Results-driven and customer service oriented.
- NMLS registered.
- Effective verbal and written communication skills and strong interpersonal skills.
Benefits:- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
