Silicon Valley Bank
Affluent Wealth Advisor, SVB Private (Finance)
When you work with the world's most innovative companies, you know you're making a difference.
Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.
They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.
Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.
Job Description:
Job Description
At SVB Private, we are obsessed with delighting our clients in the innovation economy - we place our customers at the center of everything we do. We enrich the lives of our clients by providing high-quality advice and custom-designed financial solutions to fulfill their unique needs and aspirations.
The Affluent Wealth Advisor is responsible for leading efforts to engage with new prospects and existing clients to deliver investment, credit, and banking solutions for all their financial needs. The ability to develop personal relationships, anticipate client needs and become a trusted advisor is essential to the success in this role. The Affluent Wealth Advisor will help implement our segmentation strategy by cultivating relationships to expand their product diversification and relationship size for transition to our High-Net-Worth segment. The Affluent Wealth Advisor is an integral part of the regional team and will partner with the Private Wealth Advisors to support clients during all phases of their financial lifecycle.
Primary Responsibilities
Qualifications
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Base Pay:
$96,264.00 - $144,396.00
Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.
SVB benefit programs are designed to meet our employees where they are in life. SVBers may enroll in core benefits programs, plus take advantage of customized perks and offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here .
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Equal Employment Opportunity
Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.
Silicon Valley Bank UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.