Client Advisor IV

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions.

We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first.

We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation's "Best Banks to Work For." Our secret sauce, in a word, is our culture .

We value a diverse, equitable, inclusive, and safe workplace.

Our one-team culture goes to great lengths to show all employees that they are valued.

Wealth Management

Peapack Private Wealth Management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services.

Officers from Peapack private wealth management division are available to provide wealth management and trust and investment services at the bank's headquarters in Bedminster and at all private banking locations.

As our wealth division continues to grow, we have several open roles and are excited to connect talented professionals with opportunities to be part of a team recognized as a Top Private Banking and Wealth Management Firm.

https://www.linkedin.com/feed/update/urn:li:activity:7475604976455647232 .

Position Overview:

Exciting opportunity within a fast-growing company.

Seeking a client-focused professional with a strong wealth advisory background to be in a leadership role within the Family Office Services division of the organization.

Candidates should be able to lead a team of wealth professionals and manage the day-to-day workflow in a fast-paced organization.

Peapack Private Family Office Services provides integrated and objective financial, investment, and tax advice for ultra-high net worth individuals and their families.

Responsibilities:


* Ownership and responsibility for client meetings, communications and relationship management including various meeting follow-up items.


* Review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Awards, and other performance related schedules.


* Implements and assists with the oversight of clients' investment management process.


* Knowledge and ability to prepare analyses on the elements of a financial plan including, risk, investment, tax, and estate planning.


* Research various financial, investment, tax and estate planning issues.

Direct Reports:


* Client Advisor II


* Client Advisor III


* Financial Analyst I

External...