Domestic Coverage Private Banker: Boutique US Private Bank, NYC.

With an AUM of more than $4.5 billion, my client is a fully established wealth manager serving individuals, families and related institutions, delivering them with customized investment management, trust, custody and financial planning services.

 

Lead by the Founding Partner – an Ex CEO of a top US Private Bank, they are now looking to add a senior private banker covering domestic US clients.

 

Suitable candidates should currently be employed in a private client relationship management role where they are managing a portfolio of HNW US clients.

 

Benefits for this role include the flexibility of booking assets internally, or through one of the multi custodian banks that my client uses, as well as the open architecture product platform that they adhere to.

 

Compensation includes a very generous base salary as well as formulaic bonus where you would take home a certain percentage of your production.

 

Suitable candidates can be based either in their headquarters in Midtown -NYC, Minneapolis, San Francisco, or Los Angeles.

 

If interested, please email apply.a33hoixb1j@selbyjennings.aptrack.co.uk with a copy of your resumé in MS Word format for a confidential discussion on the role.

 

KEY WORDS: PRIVATE BANKER / BANKING; WEALTH MANAGEMENT; OFFSHORE; SELBY JENNINGS; BROKER DEALER; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISER; OFFSHORE; WEST COAST; EAST COAST; NEW YORK; MINNEAPOLIS; SAN FRANCISCO; LOS ANGELES; LA; BOUTIQUE; WEALTH; PRIVATE BANK; LOS ANGELES; LA; SAN DIEGO; SAN FRANCISCO; PORTOFLIO MANAGER; INVESTMENT MANAGER; FINANCIAL ADVISER; FINANCIAL MANAGEMENT; BROKER DEALER; SELBY JENNINGS

April 5, 2013 • Tags:  • Posted in: Financial

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