Private Banker - UHNW Wealth Advisor
UHNW WEALTH ADVISOR - PRIVATE BANK - Base Salary of $150,000
Bonus. Position is expected to pay $300K - $400K
The successful candidate will be highly professional, ethical and rigorously honest. This individual will ensure that Company's culture is maintained at all levels and that the achievement of goals will not be at the expense of the Company's core values, purpose or mission.
My Client is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment life cycle. Whether providing financial services for institutions, corporations or individual investors, the Firm delivers informed investment management and investment services in 35 countries and more than 100 markets
As one of the nation's leading wealth managers, the Firm is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients needs and deliver customized strategies to help them reach their goals.
Description
The Private Banker -Wealth Advisor will Quarterback a team of Wealth Management colleagues (Portfolio Managers, Trust Officers, Lending and Legal Professional) in developing and broadening private banking relationships. The qualified candidate will be responsible for developing new and managing existing high net worth clients/accounts in order to maximize private bank lending, deposit, and self-directed brokerage business, to develop prospect relationships, and to enhance/grow/retain client relationships. The Private Banker is responsible for attainment of business targets including loans, deposits, brokerage-based and fee-based products and the revenue attendant to these sales. This position is intended for experienced commercial and/or private bankers with a proven track record of successful business and relationship development. Private Banker will be responsible for the most complex and sensitive borrowing relationships. Will work in tandem with Private Banking Regional Director to ensure Region s profitability/production goals are met.
Qualifications
Candidate must have a proven background and track record of success in private banking. The individual must possess strong verbal and written communication skills; the ability to work collaboratively in a team environment and be a positive influence; be detail-oriented and adept at problem solving and be comfortable in working in a fast-paced environment. Undergraduate and/or MBA preferred with a minimum 10 years of banking experience. Candidates must possess Series 7 and 66 licenses or obtain such licenses within the first six months of employment.
Compensation
I an effort to attract the highest candidates of quality my client offers a base salary of $150,000
Bonus. Position is expected to pay $300K - $400K. You will also find our benefits package to be as equally as generous.
The successful candidate will be highly professional, ethical and rigorously honest. This individual will ensure that Company's culture is maintained at all levels and that the achievement of goals will not be at the expense of the Company's core values, purpose or mission.
If you feel you are qualified to meet the discerning standards of one of the nation's finest Financial Services Firm servicing the Ultra High Net Worth, please submit a CV or resume for consideration. Only qualified candidates will be contacted.Estimated Salary: $20 to $28 per hour based on qualifications.
Bonus. Position is expected to pay $300K - $400K
The successful candidate will be highly professional, ethical and rigorously honest. This individual will ensure that Company's culture is maintained at all levels and that the achievement of goals will not be at the expense of the Company's core values, purpose or mission.
My Client is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment life cycle. Whether providing financial services for institutions, corporations or individual investors, the Firm delivers informed investment management and investment services in 35 countries and more than 100 markets
As one of the nation's leading wealth managers, the Firm is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients needs and deliver customized strategies to help them reach their goals.
Description
The Private Banker -Wealth Advisor will Quarterback a team of Wealth Management colleagues (Portfolio Managers, Trust Officers, Lending and Legal Professional) in developing and broadening private banking relationships. The qualified candidate will be responsible for developing new and managing existing high net worth clients/accounts in order to maximize private bank lending, deposit, and self-directed brokerage business, to develop prospect relationships, and to enhance/grow/retain client relationships. The Private Banker is responsible for attainment of business targets including loans, deposits, brokerage-based and fee-based products and the revenue attendant to these sales. This position is intended for experienced commercial and/or private bankers with a proven track record of successful business and relationship development. Private Banker will be responsible for the most complex and sensitive borrowing relationships. Will work in tandem with Private Banking Regional Director to ensure Region s profitability/production goals are met.
Qualifications
Candidate must have a proven background and track record of success in private banking. The individual must possess strong verbal and written communication skills; the ability to work collaboratively in a team environment and be a positive influence; be detail-oriented and adept at problem solving and be comfortable in working in a fast-paced environment. Undergraduate and/or MBA preferred with a minimum 10 years of banking experience. Candidates must possess Series 7 and 66 licenses or obtain such licenses within the first six months of employment.
Compensation
I an effort to attract the highest candidates of quality my client offers a base salary of $150,000
Bonus. Position is expected to pay $300K - $400K. You will also find our benefits package to be as equally as generous.
The successful candidate will be highly professional, ethical and rigorously honest. This individual will ensure that Company's culture is maintained at all levels and that the achievement of goals will not be at the expense of the Company's core values, purpose or mission.
If you feel you are qualified to meet the discerning standards of one of the nation's finest Financial Services Firm servicing the Ultra High Net Worth, please submit a CV or resume for consideration. Only qualified candidates will be contacted.Estimated Salary: $20 to $28 per hour based on qualifications.
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