Elite Private Banker — Executive Director/VP Wealth

Aumni; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Banker in Raleigh, NC to advise clients on wealth management and financial planning. In this role, you will manage client relationships, generate new business, and utilize your financial expertise to meet client needs.

The ideal candidate will have over six years in Private Banking, a Bachelor’s Degree, and the required licenses. A strong focus on client experience and proactive problem-solving is essential. This position includes a competitive benefits package.

Qualifications

• Over 6 years of experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Required Series 7, 66 and Insurance licenses, or ability to obtain within 90 days.

Responsibilities

• Manage and maintain trust-based relationships with clients.
• Generate new business and advise clients on balance sheet needs.
• Connect clients across all J.P. Morgan Chase & Co. services.

Skills

Client relationship management

Sales acumen

Financial planning

Wealth management

Education

Bachelor’s Degree

Job description

TwinThread is seeking a Private Banker in Raleigh, NC to advise clients on wealth management and financial planning. In this role, you will manage client relationships, generate new business, and utilize your financial expertise to meet client needs.

The ideal candidate will have over six years in Private Banking, a Bachelor’s Degree, and the required licenses. A strong focus on client experience and proactive problem-solving is essential. This position includes a competitive benefits package.