Private Bank - Private Banker

Profile

Private Bank - Private Banker, Associate
The candidate 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 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. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect your clients across all lines of business. 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. An energetic and entrepreneurial business builder who thrives and excels in a competitive industry required. Proven sales success and strong business acumen required. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills required. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business required. Strong community presence with an established network required. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts required. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate required. 6+ years of work experience; Private Banking or Financial Services industry preferred. Bachelor’s degree required; MBA, JD, CFA, or CFP preferred. Series 7 & 63 licenses required for position; however, unlicensed candidates are considered but required to obtain licenses within 90 days of start date.

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