International Private Bank- Investment Specialist- Vice President
On-siteNew York City, New York, United States or New York, United States
Job Summary
Conduct investment reviews with clients to validate objectives and prepare recommendations for appropriate products. Develop investment policy statements and advise on asset allocation while closing sales of complex investment products. Support coordination of sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors, focusing on qualified purchaser clients. Build excellent working relationships with internal clients and provide guidance to junior staff. Adhere to internal and external policies regarding securities transactions and the code of conduct. Fluent in English and Mandarin with Series 7, 66, and Insurance licenses required; seven plus years of experience in Private Banking or Financial Services necessary.
Required Qualifications
- Bachelor's degree
- Fluent in English and Mandarin
- Series 7, 66 and Insurance licenses
- Seven plus years of experience in Private Banking or Financial Services industry
- Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Desired Qualifications
- MBA or CFA
- Prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds, private equity and alternative investments
- Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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