US Private Bank - Private Banker - Vice President

Min 6 yrs required

Full-time

No

Demonstrates leadership, effective decision-making, and problem-solving skills


Overview

Company is currently looking for an experienced Private Banker to join their team in Brooklyn, NY. This position requires at least six years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, and various licenses such as Series 7, 66 and Insurance. The successful candidate will be responsible for managing and maintaining relationships with clients, generating new business results and assets, and advising clients on their overall balance sheet.

Job Title: Private Banker, Vice President

Location: Brooklyn, NY

Salary: $170,,

Job Responsibilities:

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
Generate 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
Connect clients across all lines of business of . Morgan Chase & Co.
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 measures

Required Qualifications, Capabilities, Skills:


Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, Skills:

Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Demonstrates leadership, effective decision-making, and problem-solving skills

Company is looking for a Private Banker, Vice President to join their team in Brooklyn, NY. This individual will be responsible for managing and maintaining relationships with clients, generating new business results and assets, and advising clients on their overall balance sheet. The successful candidate will be required to have at least six years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, and various licenses such as Series 7, 66 and Insurance.

This role offers a salary of $170,,.

Job Responsibilities:

Manage and maintain relationships with clients
Generate business results and acquire new assets
Advise clients on their overall balance sheet
Partner with internal specialists to provide interdisciplinary expertise to clients
Connect clients across all lines of business of . Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, Skills:

Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, Skills:

Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Demonstrates leadership, effective decision-making, and problem-solving skills

Company is looking for an experienced Private Banker to join their team in Brooklyn, NY. This position offers a salary of $170,, and requires at least six years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, and various licenses such as Series 7, 66 and Insurance.

The successful candidate will be responsible for managing and maintaining relationships with clients, generating new business results and assets, and advising clients on their overall balance sheet. They must be able to earn the trust of clients, develop thoughtful solutions, and deliver an exceptional

Sales, Business Acumen, Investment Management, Wealth Planning, Credit, Banking, Series 7, Series 66, Insurance licenses, Presentation Skills

Bachelor’s Degree, MBA, JD, CFA, CFP (Preferred)

Qualification and Experience Bachelor’s Degree, MBA, JD, CFA, CFP (Preferred)

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