U.S. Private Bank - Private Banker - Vice President
On-site · Garden City, New York, United States
Job Summary
Private Banker - Vice President responsible for advising families on building, preserving and managing wealth, using knowledge of investments, financial planning, credit and banking to advise clients and generate new client acquisition. Manage client relationships with a holistic, goals-based approach, collaborate with internal specialists, connect clients across lines of business, and ensure solutions meet client objectives while adhering to risk and control policies. Requires at least six years of experience in Private Banking or Financial Services and a Bachelor’s Degree; Series 7 and 66 licenses and Insurance licenses are required or must be obtained within 90 days. Preferred qualifications include MBA/JD/CFA/CFP and strong communication, organization, and knowledge of equity/fixed income markets and alternatives.
Required Qualifications
- Bachelor’s Degree required
- Series 7 license
- Series 66 license
- Insurance licenses required
- six+ years of work experience in Private Banking or Financial Services
- Strong sales experience and business acumen
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