Job Description

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.

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.

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