Senior Private Banker: Wealth Strategy & Client Growth

TwinThread; Greenwich (CT); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is actively seeking a Private Banker to join their U.S. Private Bank team in Greenwich, Connecticut. The ideal candidate will have over six years of experience in financial services, along with a strong focus on client satisfaction and a proven track record in sales.

This role involves managing client relationships, advising on a range of banking and investment services, and adhering to compliance regulations. A Bachelor's Degree is required, along with various financial licenses.

Join us to leverage your skills in a dynamic environment and contribute to our mission of exceptional client service.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Focus on delivering exceptional client experiences.

Responsibilities

• Manage relationships with clients, providing tailored advice.
• Generate business results and acquire new assets.
• Ensure compliance with risk and control policies.

Skills

Client experience focus

Sales success

Understanding of investments

Wealth planning expertise

Strong community presence

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

TwinThread is actively seeking a Private Banker to join their U.S. Private Bank team in Greenwich, Connecticut. The ideal candidate will have over six years of experience in financial services, along with a strong focus on client satisfaction and a proven track record in sales.

This role involves managing client relationships, advising on a range of banking and investment services, and adhering to compliance regulations. A Bachelor's Degree is required, along with various financial licenses.

Join us to leverage your skills in a dynamic environment and contribute to our mission of exceptional client service.