| Location: |
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
80,000 - 120,000 |
| Total Compensation: |
110,000 - 150,000 |
| Job Description: |
Private Banker and Team Player The Private Banker will have responsibility for delivering full-service banking to high-net-worth individuals by the extensions of credit and the marketing of bank services. Great opportunity to work with team of professionals on a localized basis dealing one on one with the needs of HNW Clients of the firm. Main duties are to: Acquire, retain, and expand new and existing private banking relationships. Proactively contact clients and prospects. Maximize depth and profitability on client relationships. Work closely with partners in Middle Market, Private Client Services, and other business lines. Understand and identify credit and investment needs of high-net-worth clients and offer customized solutions. Be open to refer cross-sales opportunities within the Wealth Brokerage Services area. Enhance client relationships leveraging expertise of internal colleagues including Institutional Sales person, Wealth Manager, Financial Planner, Portfolio Manager, and Trust Relationship Manager. |
| Education and Certifications/Licenses: |
Bachelors, Certified/Chartered Financial Planner|Certified Investment Mangement Analyst, FINRA Registered Rep - Series 7 - Stock Broker|NASAA State Registration / Investment Advisor - Series 66 |
| Mandatory Minimum Qualifications: |
Basic Qualifications: Bachelor's Degree. Experience managing high-net-worth clients. Strong interpersonal, verbal, and written skills. Excellent listening skills. Strong presentation, planning, and follow up. Effective team player and ability to delegate. Demonstrated ability to build internal and external referral networks. |
| Preferred Qualifications: |
Basic Qualifications: Bachelor's Degree. Experience managing high-net-worth clients. Strong interpersonal, verbal, and written skills. Excellent listening skills. Strong presentation, planning, and follow up. Effective team player and ability to delegate. Demonstrated ability to build internal and external referral networks. |
| Benefits: |
World Class Full Benefits
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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