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Private Wealth Manager

2 months ago

Seattle, Washington, United States MRINetwork Jobs Full time
Job Overview

MRINetwork Jobs is seeking a seasoned Private Banker to join our team of financial experts. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with tailored financial solutions and expert advice.

Key Responsibilities
  • New Business Development: Identify and pursue new business opportunities with high net worth clients, leveraging your expertise in wealth management and relationship building.
  • Client Relationship Management: Build and maintain strong relationships with existing clients, understanding their financial goals and providing personalized solutions to meet their needs.
  • Team Collaboration: Work closely with a team of banking, trust, and investment professionals to deliver exceptional client service and exceed client expectations.
  • Financial Expertise: Provide expert advice and counsel to clients on complex wealth management issues, leveraging your knowledge of financial markets and products.
Requirements
  • Education: Bachelor's degree or equivalent work experience.
  • Experience: 5+ years of experience in high net worth client wealth management activities.
  • Skills: Excellent relationship management, networking, and business development skills, with a talent for driving business growth and exceptional analytical and problem-solving skills.

MRINetwork Jobs is committed to providing a confidential and professional recruitment experience. If you are a motivated and experienced Private Banker looking for a new challenge, please submit your application for consideration.