Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Min 10 yrs required
AWM - Private Bank - Private Banker, Managing Director The candidate will 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 the 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. Bachelor’s Degree is required; MBA, J.D., CFA, or CFP is preferred. Should have 10+ years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families. Series 7 & 66 licenses is required. Closing Date: July 11, 2022.
Job Identification: 210307657
Sign Up Now