Private Banker VP — Wealth Growth & Advisory

Aumni; Birmingham (MI); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is looking for a Private Banker for the U.S. Private Bank position in Birmingham, MI. The ideal candidate will have over six years of experience in Private Banking or Financial Services, hold a Bachelor's degree, and possess strong financial acumen. Responsibilities include managing relationships with clients, advising on investments, and generating new business. The role includes a comprehensive rewards package and promotes a diverse work environment, emphasizing inclusion and employee well-being.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required when starting.
• Strong community presence and established network.

Responsibilities

• Manage and maintain relationships with clients through trust.
• Advise clients on asset allocation and investment management.
• Generate business results by acquiring new clients.

Skills

Private Banking experience

Sales success

Client relationship management

Financial planning knowledge

Education

Bachelor's Degree

Tools

Investment management tools

Wealth planning software

Job description

TwinThread is looking for a Private Banker for the U.S. Private Bank position in Birmingham, MI. The ideal candidate will have over six years of experience in Private Banking or Financial Services, hold a Bachelor's degree, and possess strong financial acumen. Responsibilities include managing relationships with clients, advising on investments, and generating new business. The role includes a comprehensive rewards package and promotes a diverse work environment, emphasizing inclusion and employee well-being.