Attorney in Orlando, FL

In-House

Orlando, FL

Attorney in Orlando, FL

Non-practicing Attorney

No

Job Title
. Private Bank - Private Banker - Vice President

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 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.
- Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Education and Experience Information
- Six plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- 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.

Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred.
- 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.

Salary Information
The text does not provide specific salary information for this position.