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Senior Private Banker
1 month ago
Our client is seeking a Private Banker at the VP or SVP level to join their team This role requires experience managing relationships with HNWI.
Responsibilities:
- Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income and alternative investments and a holistic approach to family wealth management
- Partnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunities
- Proactively monitors client affairs and follow through with opportunities identified during discovery and financial planning
- Relationship manage and grow long-term profitable client relationships
- Acts as the client’s trusted advisor and provide them with the right solutions
- Acts as an educator to provide clients with required knowledge to make informed decision
- Collaborate with business partners to offer a seamless customized solution
- Client relationship experience (previous private banking experience preferred)
- Keen interest in investment markets, industry trends and wealth management solutions
- Lateral thinker with ability to generate insightful and practical solutions to client situations
