Wealth Management - Private Bank - Private Banker - Vice President Or Executive Director

Profile

Wealth Management - Private Bank - Private Banker - Vice President or Executive Director
The candidate will sell and implement investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced. Build trust with clients and effectively manage relationships. Ensure that the proposed products and services maximize the clients' needs, goals and objectives. Provide guidance to junior staff. Bachelor’s Degree is required; MBA, J.D., CFA, or CFP is preferred. Should have 7+ years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families. Series 7 & 63 licenses is required.

Closing Date: January 02, 2023.

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