Job Details

Asset Management - Private Bank - Banker - Managing Director

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Years of Experience

Min 7 yrs required


Boston, MA

Date Last Verified

Oct 17,2017

Posted on

Jun 22,2017
Practice Area
Finance >> Finance - Banking
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Asset Management - Private Bank - Banker - Executive Director The candidate will be responsible for sale and implementation of investment, banking and trust/estate products to core clients. Will 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. 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 / relevant qualification is essential. Bachelor’s degree is required; MBA, JD degree or CFA is preferred. Thorough knowledge of specific geographic market is essential. Should have understanding of investments, banking and trust concepts including 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. Measureable track record of selling to clients is essential. Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals is required.

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