Senior Private Banker

• Actively identify prospects and establish contact with them/convert prospects into clients
• Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
• Anticipate events in a client's life and business which have significant financial implications
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Build relationships with client families that cross generations to establish long-term connections
• Effectively manage client expectations regarding what can and cannot be executed on their behalf
• Bring together product experts to develop long-term solutions to strengthen relationships
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
• Establish a referral network and gain introductions to potential clients which generate new sales
• Apply an in-depth level of knowledge in key investment and financing products
• Develop expertise to identify business opportunities and address unique needs of specific client segments

• 15+ years of experience
• Extensive and proven experience in Private Banking covering UHNW market
• Extensive experience in working with and/or leading client teams and transactions
• Demonstrated track record in relationship selling
• Experience covering South Asia / NRI clients
• Bachelor's/University degree
• Master's degree preferred

Master's degree

• Access to telehealth options
• Health advocates
• Confidential counseling
• Learning and development resources
• Generous paid time off packages
• Programs to help employees balance work and life