U.S. Private Bank - Private Banker - Executive Director / Vice President
On-site · Boston, Massachusetts, United States
Job Summary
Private Banker in the U.S. Private Bank advising families on building, preserving and managing their wealth. Leverage knowledge of investments, wealth planning, credit and banking to advise clients on their balance sheet, generate new assets, and deliver an exceptional client experience. Work with internal specialists to provide interdisciplinary expertise, connect clients across lines of business, and ensure solutions meet financial goals while adhering to risk and control policies. Strong emphasis on targeted advisory, relationship management, and ongoing client acquisition.
Required Qualifications
- Seven plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
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