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Years of Experience
Date Last Verified
Wealth Management - Private Bank - Banker - Vice President/Executive Director Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our 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 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.
Qualification and Experience
Requirements: Licenses 7, 63 required for position. Bachelors degree required; MBA, JD Degree or CFA preferred. 10+ years' experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services. 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. Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. Connections within Private Banking core client space and professional centers of influence. Coachable professional with good “business sense” and an energetic/dynamic personality. Strong relationship management and team building skills; views team concept as critical to model.
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