Job Details

Vice President / Executive Director - Private Bank

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 6 yrs required

Location

Naples, FL

Date Last Verified

Sep 21,2017

Posted on

Sep 05,2017
Practice Area
Corporate >> Corporate - General
Finance >> Finance - Banking
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Vice President / Executive Director - Private Bank The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Will drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure. Bachelor's degree required; MBA, JD degree, CFA, or CFP preferred. Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date is advantageous. Should have 6+ years of work experience. Private Banking or Financial Services industry is preferred. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts are needed. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate is advantageous.

Additional info

Ref: 170088090

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Vice President / Executive Director - Private Bank The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful soluti...