Job Description

* Sell and implement investment, banking and trust/estate products to core clients
* Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
* Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
* Build trust with clients and effectively manage relationships
* Ensure that the proposed products and services maximize the clients' needs, goals and objectives
* Provide guidance to junior staff

Qualifications

* Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families
* Bachelors Degree required; MBA, JD, CFA, or CFP preferred
* Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
* Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
* Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
* Connections within Private Banking core client space and professional centers of influence
* Coachable professional with good business sense and an energetic/dynamic personality
* Strong relationship management and team building skills; views team concept as critical to model

* Sell and implement investment, banking and trust/estate products to core clients
* Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
* Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
* Build trust with clients and effectively manage relationships
* Ensure that the proposed products and services maximize the clients' needs, goals and objectives
* Provide guidance to junior staff

Qualifications

* Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families
* Bachelors Degree required; MBA, JD, CFA, or CFP preferred
* Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
* Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
* Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
* Connections within Private Banking core client space and professional centers of influence
* Coachable professional with good business sense and an energetic/dynamic personality
* Strong relationship management and team building skills; views team concept as critical to model