Awm - Private Bank - Private Banker , Vice President

Min 7 yrs required

Full-time

No

AWM - Private Bank - Private Banker , Vice President
Duties: Sell and implement 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.

Qualifications: 7+ years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families. Bachelors Degree required; MBA, JD, CFA, or CFP preferred. Series 7 & 66 licenses are required. 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, 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 the model.

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