Job Title: US Private Bank- Market Team Lead
Job Responsibilities:
- Manage and build 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 from both the 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.
- Act as a business coach to help the team generate new business and encourage creative approaches to opportunities. Share best practices and lessons learned across the team.
- Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on both an individual and team level.
- Provide ongoing coaching, feedback, and development to local Client Advisors.
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business within the company.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach while strictly adhering to all risk and control policies, regulatory guidelines, and security measures.
Education and Experience Information:
- Ten plus years of work experience; experience in Private Banking or the Financial Services industry is preferred.
- Five plus years of experience in a leadership position.
- Bachelor’s degree required; MBA, JD, CFA, or CFP preferred.
- FINRA Series 7, 66, 9, 10, and Insurance licenses required for the position. However, unlicensed candidates will be considered but are required to obtain licenses within 120 days of the start date.
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
Preferred Qualifications, Capabilities, Skills:
- Proven record of being a player-coach within a high-performing team model.
- Proven sales success and strong business acumen.
- Ability to attract, retain, and develop a high-performing Client Advisor team.
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
Salary Information:
The text does not provide specific salary information.
