Senior Private Banking Advisor for High-Net-Worth Clients

Leader Bank; Arlington (MA); Vor Ort; USD 102.400 - 153.600; Vollzeit

Benefits dieser Stelle

Health insurance

Wellness program

Retirement savings plan

Paid holidays

Paid time off

Vacation

Zusammenfassung

A rapidly growing community bank in Arlington is seeking a Private Banking Account Executive to develop relationships with high-net-worth clients, providing personalized banking solutions. Candidates are expected to have a minimum of 10 years of private banking experience and strong communication skills. A competitive compensation package, including benefits, is provided. Join a team committed to exceptional client service and a diverse culture.

Qualifikationen

• Minimum 10 years of private client/private banking experience required.
• Strong verbal and written communication skills needed.
• Independent contributor expected to manage own book of business.

Aufgaben

• Develop relationships with private clients and manage their banking needs.
• Acquire new clients and network with influential centers.
• Provide concierge-service experience for high-net-worth clients.

Kenntnisse

Extensive knowledge of bank policies

Fluency in banking

Ability to sell and refer products

Strong communication skills

Attention to detail

Ausbildung

Bachelor’s degree, CFP, or CTFA

Jobbeschreibung

A rapidly growing community bank in Arlington is seeking a Private Banking Account Executive to develop relationships with high-net-worth clients, providing personalized banking solutions. Candidates are expected to have a minimum of 10 years of private banking experience and strong communication skills. A competitive compensation package, including benefits, is provided. Join a team committed to exceptional client service and a diverse culture.