Job Details

Vice President Or Executive Director

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 7 yrs required

Location

Philadelphia, PA

Date Last Verified

Oct 17,2017

Posted on

Jan 24,2017
Practice Area
Finance >> Finance - Banking
Apply for this job
 
Your Email:
Upload Resume:

 
265 hits

Profile

Vice President or Executive Director Responsibilities : The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. 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 : The candidate should have a Bachelors degree. MBA, JD or CFA preferred. Seven(7+) plus 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. Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited 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. 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.

Company info

Apply Now

Similar Jobs:

Counsel - Retail Money Out
Mount Laurel, NJ
Counsel - Retail Money Out The candidate will provide legal advice and support to management in Corporate Group Functions and Business units. Will function as a legal advisor and resource in one or more defined subject matters an...
Commercial Underwriting Counsel NJ The candidate will be responsible for: Providing national commercial underwriting leadership, guidance and support to company personnel, agents, and customer(s), regarding the issuance of title ...
Commercial Real Estate Underwriting Counsel The candidate will support strategic and operational initiatives for developing the National Commercial Channel. Will be exposed to all aspects of the business working directly with the...