Private Bank Market Leader
Core
Leading a team to maintain and grow the Bank's market share while serving as a bank ambassador to the business community.
Role type
Private Bank Market Leader (Sales Leader)
Builds
Investment and fiduciary platform, credit and banking solutions, and digital capabilities for high net worth clients
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
FINRA Licenses (S7, S66, S63, S65, S24), sales leadership, high net worth client strategy, business judgment, talent development, Private Bank capabilities, executive presence, relationship management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Deliver investment, fiduciary, credit, and digital solutions to clients; inspect routines to ensure quality client interactions; analyze team performance and coach; participate in client calling to close business; ensure regulatory compliance and risk policy application; execute market strategy and drive cross-LOB referrals; recruit, hire, develop, and retain talent
Seniority
Senior, hands-on IC with team leadership
