A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor. This role requires direct management of high-net-worth relationships, disciplined business development, and the ability to coordinate complex banking, credit, and investment needs.
Base pay range
$125,000.00/yr - $200,000.00/yr
Key Responsibilities
- Manage a defined book of HNW clients; ensure consistent delivery of banking, credit, and wealth advisory services.
- Acquire new relationships through centers of influence, targeted prospecting, and referral channels.
- Conduct detailed financial reviews and structure tailored lending, deposit, and investment solutions.
- Partner with internal specialists (credit, trust, investments, commercial banking) to execute client strategies.
- Maintain accurate documentation, adhere to regulatory requirements, and ensure risk controls are met.
- Track pipeline activity, revenue opportunities, and relationship profitability.
Required Experience & Skills
- Minimum 5+ years in private banking, wealth management, or related HNW advisory roles.
- Demonstrated success in generating new HNW relationships in Fairfield County or similar markets.
- Strong understanding of credit structures, portfolio construction basics, and balance‑sheet‑based advice.
- Ability to manage complex family, business‑owner, and multigenerational client needs.
- Any relevant certifications such as CFA or CFP is preferred but not required.
Seniority level
- Mid‑Senior level
Employment type
- Full‑time
Job function
- Finance
Industries
- Financial Services and Investment Management