Senior Private Banking Advisor for High-Net-Worth Clients

Leader Bank; Arlington (MA); On-site; USD 102,400 - 153,600; Full time

Benefits offered by this job

Health insurance

Wellness program

Retirement savings plan

Paid holidays

Paid time off

Vacation

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Extensive knowledge of bank policies

Fluency in banking

Ability to sell and refer products

Strong communication skills

Attention to detail

Education

Bachelor’s degree, CFP, or CTFA

Job description

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.