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Years of Experience
Date Last Verified
ProfileAsset Management - Wealth Management - Private Bank - Banker - Vice President or Executive Director The candidate will be responsible for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary expertise for most complex clients. This role is primarily responsible for generating new clients and managing the ongoing client experience while engaging resources to deliver a complete wealth management solution. Engage in new business development each year (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver Bank services to high net worth or ultra high net worth prospects and clients. Remain ongoing relationship manager for specific portfolio of clients and ensure every client has a positive experience. Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan. Exceed the expectations of Bank clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives. Bachelor's degree is required. MBA, J.D. degree, CFP, CFTA, CIMA or CFA strongly preferred. Series 7 and 63 licenses are required. Must have 7+ years of experience in private banking/wealth management developing business with high net worth and/or ultra high net worth individuals and families. Thorough knowledge of specific geographic market is required. Established network of COIs (centers of influence) and sources for referrals is needed. Should have demonstrated understanding of investments, banking and trust concepts including: 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.
Req #: 170035242