Private Banker: US Multi Family Office: NYC
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Primary Function:
As a Private Banker – you will be expected to lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
This role is primarily responsible for the client experience and engaging the firm’s resources to deliver a complete wealth management solution.
Qualifications and Experience Requirements:
• 5yrs+ experience in private banking with HNW and UHNW individuals and families
• Licenses 7, 63 or equivalent other equating the same level
• Bachelors degree required: MBA, JD or CFA preferred.
Interested candidates should email apply.a33hoj47z4@selbyjennings.aptrack.co.uk with a copy of their CV in MS Word format for a confidential discussion on the role or call 212 209 7310
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