Private Banker & Managing Director — Wealth Strategy

Aumni; Boston (MA); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking an experienced Private Banker in Boston, MA. This role requires over fifteen years in Private Banking or Financial Services, alongside a Bachelor's degree and necessary licenses. You will manage client relationships, generate business results, and advise clients on their wealth management strategies. The ideal candidate has proven sales success and strong business acumen, focusing on delivering exceptional client experiences. Competitive salary and comprehensive benefits offered.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Strong community presence with an established network.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Private Banking experience

Financial Services knowledge

Client relationship management

Sales success

Investment knowledge

Education

Bachelor's Degree

Series 7 and 66 licenses

Job description

TwinThread is seeking an experienced Private Banker in Boston, MA. This role requires over fifteen years in Private Banking or Financial Services, alongside a Bachelor's degree and necessary licenses. You will manage client relationships, generate business results, and advise clients on their wealth management strategies. The ideal candidate has proven sales success and strong business acumen, focusing on delivering exceptional client experiences. Competitive salary and comprehensive benefits offered.