U.S. Private Bank – Private Banker – Executive Director or Vice President

Min 6 yrs required

Full-time

No

Salary Information



Salary: Competitive
Bonus: Yes
Base Salary: Yes
Position: Executive Director or Vice President
Job Type: Full Time



SEO Friendly Job Title



Private Banker - Executive Director or Vice President



H1 and H2 Friendly Headings



H1: Join . Morgan's . Private Bank as a Private Banker - Executive Director or Vice President
H2: Grow Your Career and Provide Exceptional Client Experience

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- Exceptional Opportunity with . Morgan's . Private Bank
- Collaborative, Confident, and Motivated Individuals Wanted
- Take Your Career to the Next Level
- Private Banker: Building, Preserving, and Managing Wealth
- Join a Team of Talented Colleagues
- Advise Clients on All Aspects of Their Balance Sheet
- Supported by Institutional Platform and Specialists
- Generate Business Results and Acquire New Assets
- Partner with Internal Specialists for Interdisciplinary Expertise
- Connect Clients Across All Lines of Business
- Holistic Goals-Based Planning Approach
- Adhere to Risk and Control Policies
- Six Plus Years of Experience Required
- Bachelor's Degree Required
- Series 7, 66 and Insurance Licenses Required
- Proven Sales Success and Strong Business Acumen
- Strong Community Presence and Established Network
- Experience or Understanding of Investments, Wealth Planning, Credit, and Banking
- Focus on Client Experience
- MBA, JD, CFA, or CFP Preferred
- Proactive and Critical Thinking Skills
- Dynamic and Credible Professional with Exceptional Communication Skills
- Organized and Disciplined Approach to Business
- In-Depth Knowledge of Equity, Fixed Income, and Alternative Investments
- Competitive Salary and Bonus Structure
- Executive Director or Vice President Position
- Full-Time Job Opportunity.

Financial Planning, Investment Management, Wealth Planning, Credit, Banking, Sales, Business Acumen, Networking, Client Relationship Management, Risk Management, Regulatory Compliance, Presentations, Organizational Skills, Equity Markets, Fixed Income Markets, Alternative Investments

Bachelor's degree (required), MBA, JD, CFA, or CFP (preferred)

Interested candidates should submit their resume and cover letter through the company's online application portal.

Qualification and Experience Bachelor's degree, Series 7, 66, and Insurance licenses (required), MBA, JD, CFA, or CFP (preferred)

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