U.S. Private Bank - Private Banker - Vice President
Core
Advising families on building, preserving, and managing wealth through holistic goals-based planning.
Role type
Vice President Private Banker
Builds
Client wealth solutions across investments, credit, and banking
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
asset allocation, investment management, wealth planning, credit analysis, banking operations, new client acquisition, relationship management, regulatory compliance, risk management
Preferred skills
equity and fixed income markets, alternative investments, hedge funds, private equity, real estate
Technologies
N/A
Responsibilities
Manage and maintain relationships with clients by earning trust and understanding client needs, Generate business results and acquire new assets from existing and new clients, Advise clients on their overall balance sheet including asset allocation and investment management, Partner with internal specialists to provide interdisciplinary expertise, Connect clients across all lines of business, Ensure proposed solutions fulfill clients' needs through a holistic goals based planning approach
Seniority
Senior, hands-on IC