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Years of Experience
Date Last Verified
ProfileAsset Management - Private Bank - Banker - Vice President/Executive Director The candidate will be responsible for advising clients on investment, banking and trust/estate products. 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 to address clients' needs and to respond accordingly to client’s goals and objectives. Provide guidance to junior staff.
Qualification and Experience
The candidate should have Bachelors degree required; MBA, JD degree or CFA preferred. Should have 7+ years experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services. Licenses 7, 63 required for position. Proven discipline and ability around: prospecting, profiling, overcoming objections, negotiation, team approach, closing the sale and asking for referrals. Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. Connections within Private Banking core client space and professional centers of influence.
Ref - 170061002