Executive Director — Private Banking & Wealth Advisory

TwinThread; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

TwinThread is looking for a Private Banker - Executive Director to provide exceptional financial services to clients. This role demands a proactive individual with over six years in Private Banking who excels in managing relationships and developing tailored solutions.

The successful candidate will leverage their expertise in investments, wealth planning, and credit management to advise clients effectively. You will also generate new client acquisitions through strong business acumen and teamwork. Join us in New York, where your contributions will shape financial success.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position.
• Proven sales success and strong business acumen.

Responsibilities

• Manage client relationships and provide tailored advice.
• Generate business results and acquire new assets.
• Advise clients on balance sheet management.
• Collaborate with internal specialists.
• Connect clients across business lines.
• Ensure solutions meet clients' needs.

Skills

Private Banking

Financial Services

Client Relationship Management

Investment Knowledge

Sales Success

Business Acumen

Wealth Planning

Credit and Banking

Education

Bachelor’s Degree

Job description

TwinThread is looking for a Private Banker - Executive Director to provide exceptional financial services to clients. This role demands a proactive individual with over six years in Private Banking who excels in managing relationships and developing tailored solutions.

The successful candidate will leverage their expertise in investments, wealth planning, and credit management to advise clients effectively. You will also generate new client acquisitions through strong business acumen and teamwork. Join us in New York, where your contributions will shape financial success.