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Years of Experience
Date Last Verified
ProfileWealth Management - Private Banker - Vice President The candidate will leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources to deliver a complete wealth management solution. Responsible for sale and implementation of 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 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.
Qualification and Experience
The candidate must have 7+ years’ experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services. Must have Licenses 7, 63. Bachelors degree required. MBA, JD or CFA degree preferred. Experience or 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 is required.