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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Min 5 yrs required
Private Bank - Vice President / Executive Director The candidate will knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. 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. 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. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure. Energetic and entrepreneurial business builder who thrives and excels in a competitive industry. Focus on the client experience and works tirelessly on the client’s behalf. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business. Strong community presence with an established network. Bachelors degree required; MBA, JD degree, CFA, or CFP is preferred. Should have 6+ years of work experience. Must preferably have Private Banking or Financial Services industry. 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.
Ref: 180006908
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