This is an opportunity with tremendous upside potential as the firm is seeking an individual who can really take the reins and take their team to the next level by helping them build out their Long Island presence. Someone with a deep and broad understanding of the private wealth management space and private client market is highly desirable for this role.
Some additional responsibilities for this position include (but are not limited to):
- Building and managing a book of business and working closely with HNW & UHNW private clients
- Working knowledge and a deep-rooted understanding of a Bank credit product offering as well as the policies and procedures involved
- The ability to work autonomously as well as in a team environment
- Desire to want to make an impact long-term and eventually lead a team of banking professionals
Additional Qualifications:
- Prior experience successfully managing a book of business
- In-depth understanding of the Private Banking Model
- 10+ years of experience in Private Wealth Management
- Licensing is a preferred but not required