Wealth Management - Private Bank - VP or ED

Profile

Wealth Management - Private Bank - VP or ED
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 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 the clients across all lines of business of the firm. 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. Bachelor’s Degree is required; MBA, JD, CFA, or CFP is preferred. Should have 6+ years of work experience in Private Banking or Financial Services. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts is 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 is required. Series 7 & 66, and insurance licenses is required

Closing Date: February 08, 2023.

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