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In-House
Attorney
Finance - Banking
Trusts and Estates
Min 6 yrs required
Wealth Management - Private Bank - Client Advisor - Vice President 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. Bachelors degree is required. MBA, JD degree, CFA, or CFP is preferred. Series 7 and 63 licenses required for position is needed. 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 needed. Should have 6+ years of work experience; Private Banking or Financial Services industry preferred.
Ref: 180080070
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