Senior Private Banker
Leeds Professional Resources - miami, FL
Apply NowJob Description
Our client is seeking a Private Banker at the VP or SVP level to join their team! This role requires experience managing relationships with HNWI. Responsibilities: Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income and alternative investments and a holistic approach to family wealth managementPartnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunitiesProactively monitors client affairs and follow through with opportunities identified during discovery and financial planningRelationship manage and grow long-term profitable client relationshipsActs as the client's trusted advisor and provide them with the right solutionsActs as an educator to provide clients with required knowledge to make informed decisionCollaborate with business partners to offer a seamless customized solutionClient relationship experience (previous private banking experience preferred)Keen interest in investment markets, industry trends and wealth management solutionsLateral thinker with ability to generate insightful and practical solutions to client situations
Created: 2024-10-06