Private Banker Job
Private Banker (Job Number: 1209292)
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.
Description
The Private Banker will be responsible for developing new and managing existing high net worth Wealth Management clients/accounts in order to maximize banking sales, to develop prospect relationships, and to enhance/grow/retain client relationships. The incumbent is responsible for attainment of sales and financial goals including deposits, loans, brokerage-based and fee-based products and the operating income attendant to these sales. The incumbent works with Wealth Management colleagues and other groups in the Corporation in developing and broadening client business relationships with the Corporation. This position is intended for highly experienced Private Bankers who are excellent business developers. Incumbent will deal with the most complex and sensitive borrowings and relationships. Will work in tandem with Private Banking Regional Director to ensure Region's profitability/production goals are met.
Qualifications
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Candidates are required to possess Series 7 and 63 licenses or obtain such licenses within the first six months of employment.
* Undergraduate and/or Graduate Degree preferred.
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15 years banking experience preferably in a commercial credit environment handling high end credit relationships; Formal Credit Training or equivalent work experience required.
EFC: WM
GH:WM
Primary Location: United States-USA-PA-Philadelphia
Internal Jobcode: 03964
Job: Wealth Management
Organization: Private Banking-HR06673
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