Senior Private Banking Officer (Must Have Book) Job in New York, New York US
Major Bank in New York City is looking for a Senior Private Banker who has experience with a portfolio of High-Net-Worth clients / individuals. This candidate must have an active Series 7 and 63 and have a book of business. Knowledge of Spanish is REQUIRED. Knowledge of French or Hebrew preferred.
Salary to 160k, commensurate with experience.
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Job Duties:
· Monitor customer positions
· Provide financial and banking advice to high-net-worth individuals
· Analyze customer portfolios
· Research and analyze new investment options and/or possibilities including new products
· Cross-sell bank products
· Expand existing customer relationships
· Develop new business
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Job Requirements:
· Bachelor’s Degree
· 3+ years Private Banking experience with high-net worth individuals, and the ability to bring over a book of business HIGHLY preferred
· Series 7 and 63 REQUIRED
CANDIDTE MUST BE FLUENT IN SPANISH.
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If interested, please apply by sending a word version of your resume to RESUMES@ESSENTIALASSOCITES.COM