Associate Group Director, First Vice President - Private Bank
Core
Leads team in developing opportunities with Commercial and High Net Worth prospects and manages top clients to determine financial needs and present tailored banking solutions.
Role type
Senior IC Private Bank Relationship Director
Builds
Personalized banking products and services for Commercial and High Net Worth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
New client acquisition, client management, risk management, talent management, financial product knowledge, lending, cash management
Preferred skills
Credit training, Accounting, Economics, Finance, or Business Management background
Technologies
N/A
Responsibilities
Lead team in developing opportunities with targeted Commercial and High Net Worth prospects; meet with top clients to ensure satisfaction and assess incremental needs; determine customers' financial needs and present needs-based solutions; ensure team members operate within the bank's risk protocol and framework; perform talent management functions including employment, performance evaluations, and succession planning.
Seniority
Senior, hands-on IC with team leadership