Private Banking Officer
2 weeks ago
Job Overview
The Private Banker will be responsible for developing, managing, and retaining full-service relationships with high income/high net worth private banking clients. Develop new clients by cultivating your personal and professional networks and leveraging relationships with centers of influence. Deliver top service to bank's clients. Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals.
Responsibilities include, but are not limited to:
Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs.
Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, brokerage and life insurance.
Actively develop new relationships externally through referrals from clients, centers of influence and internal partners.
Manage relationships by leading the client team in planning, delivery, and regular review with clients.
Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies.
Ensures compliance with internal control procedures, department policies and regulatory requirements.
Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives.
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.
Required Skills:
Strong financial product and technical competence in understanding, development and delivery of holistic investment solutions.
A self-motivated, high driven and entrepreneurial personality.
Well versed in various investment and financial planning tops.
Proven ability to network with prospective client and centers of influence.
Required Experience:
Bachelor's degree from an accredited college or university and a minimum 3 years' experience in financial advisory services with demonstrated ability to develop and manage exiting relationships and new business opportunities.
Currently holds FINRA Series 7 and 66 or equivalent.
Currently holds State Insurance licenses for Life, Health and Variable products.
-
Private Banking Assistant
3 weeks ago
New York, United States Safra National Bank of New York Full timeJob DescriptionJob DescriptionPrivate Banking Assistant | New York Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with a branch in Florida and representative...
-
Private Bank
Found in: beBee jobs US - 6 days ago
New York, New York, United States tapwage Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of...
-
U.s. Private Bank
24 hours ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...
-
Bank Regulatory Compliance Advisory
5 hours ago
New York, United States Sumitomo Mitsui Banking Corporation Full timeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...
-
U.s. Private Bank
4 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION**ABOUT US** JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a...
-
New York, United States Jefferies Full timeJefferies Private Capital Advisory (“PCA”)The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...
-
Investment Banking Analyst | Private Capital Advisory
Found in: Appcast Linkedin GBL C2 - 3 days ago
New York, United States Jefferies Full timeJefferies Private Capital Advisory (“PCA”)The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...
-
Business Control Officer
2 days ago
New York, United States Sumitomo Mitsui Banking Corporation Full timeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...
-
Private Banking Relationship Manager
6 days ago
New London, United States Ledyard National Bank Full timeJob DescriptionJob DescriptionIf you are a Retail Branch Manager or experienced Banker and looking to advance your career, this is a great next step for you! Ledyard Financial Advisors is seeking a Private Banking Relationship Manager to join our Wealth Management team. The role entails developing an in-depth relationship with high net worth clients and...
-
Bilingual Japanese Credit
3 weeks ago
New York, United States Top International Banking Institution Full timeImmediate Full-Time Direct Hire Opening Hybrid: 3 Days Remote / 2 Days On-Site in Midtown, NYCTop International Corporate and Trust Bank - Midtown, NYCBilingual Japanese Credit / Financial Analyst (Officer level appointment)Compensation: $95 -130K + BonusApply: Qualified candidates, please email resume to cjason@networkesc.com for consideration#Japanese...
-
Bilingual Japanese Credit
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
New York, United States Top International Banking Institution Full timeImmediate Full-Time Direct Hire Opening Hybrid: 3 Days Remote / 2 Days On-Site in Midtown, NYCTop International Corporate and Trust Bank - Midtown, NYCBilingual Japanese Credit / Financial Analyst (Officer level appointment)Compensation: $95 -130K + BonusApply: Qualified candidates, please email resume to cjason@networkesc.com for consideration#Japanese...
-
Director, Compliance Issues Management Officer
5 hours ago
New York, United States Sumitomo Mitsui Banking Corporation Full timeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...
-
New York, United States Taurus Search Full timeA large European bank is seeking to bring on an Executive Director Private Equity, Structured Senior Credit OfficerThis role will report into the FI team head and is responsible for approving and monitoring the credit risk for a variety of financial institutions and counterparties with a primary focus on Private Equity / Financial Sponsors. This person will...
-
Office Manager
Found in: Resume Library US A2 - 2 weeks ago
New York County, New York, United States Private Dental Office Full timeOverview: MUST HAVE 2 YEARS OF DENTAL MANAGEMENT EXPERIENCE TO QUALIFY Our private Endodontist office in Midtown South seeks an experienced Office Manager to join our team of dental professionals. The desired individual has great attention to detail, a professional demeanor, and outstanding communication and interpersonal skills. In this role, you will...
-
New York, United States ACG Resources Full timeJob DescriptionJob DescriptionAVP Private Equity Assistant Director/ Private Analyst (Hybrid) located onsite in Manhattan Currently, the office is on a hybrid schedule requiring at least three days in the office per week Exempt, base salary $115k-$160k + eligibility for discretionary bonus based on qualitative and quantitative...
-
Cyber Exercise Program-vice President
5 hours ago
New York, United States Sumitomo Mitsui Banking Corporation Full timeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...
-
Risk Analyst, Enterprise Risk Management
Found in: Talent US C2 - 2 weeks ago
New York, United States Brown Brothers Harriman Full timeAt BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can....
-
Bank Debt Analyst
1 week ago
New York, United States Northbound Executive Search Full timeOur client, a leading Private Equity Fund located in Midtown, Manhattan, is looking for a Bank Debt Analyst to join their team. The ideal candidate will have experience in Leveraged Finance and a thorough knowledge of Private Credit products. You Will: Monitor and analyze asset-based leveraged and maintain interest payments, drawdowns, repayments, etc.;...
-
Senior Credit Officer
2 weeks ago
New York, United States CareerBuilder Full timeEast West Banks Structured Finance Group provides the extensive resources and products of a large global institution, with the high-level of personal attention of a local bank. The group leverages the assets of non-bank financial institutions, consumer/commercial loan originators, private equity sponsors, and alternative fund managers to maximize their...
-
Private Credit Analyst
Found in: beBee S US - 3 weeks ago
New York, United States Selby Jennings Full timeWe have a current opportunity for a Private Credit Analyst with a strong lower middle market firm. Our client has a strong reputation for a strong and diverse investment team which provides a unique and competitive advantage to their investment strategies. They are currently $2B AUM with $1B in dry powder ready to deploy. They invest across a variety of...