Private Banking/Wealth Manager

Company : Leading Wealth Management Firm

Role : Wealth Manager

- Responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients.

- Provides advice, counsel, and high level customer service to meet the financial needs of clients.

- Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements.

- Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.

Basic Qualifications :

- Bachelor's degree, or equivalent work experience

- Four or more years of wealth management experience in the financial services industry

Preferred Skills/Experience :

- Strong relationship management and lending skills

- Strong sales and new business development skills

- Advanced knowledge of Wealth Management products and services

- Expert knowledge of private banking products and services, including credit processes

- Strong networking and business development skills

- Ability to partner with clients to identify and service unique customer needs

- Well-developed analytical and problem-solving skills

- Ability to make critical decisions independently

- Excellent presentation, verbal and written communication skills

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.