Senior Private Banking Executive Director

Aumni; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Banker to manage and grow client relationships in Charlotte, North Carolina. In this role, you will advise families on wealth management strategies, focusing on their financial goals to ensure optimal asset allocation and investment management.

The ideal candidate will have over six years of experience, a Bachelor’s degree, and possess the necessary financial licenses or be willing to obtain them. A commitment to delivering exceptional client experience is essential, supported by a comprehensive benefits package.

Qualifications

• Minimum six years of experience in Private Banking or Financial Services required.
• Required to obtain Series 7, 66, and SIE licenses within 90 days if unlicensed.
• Strong community presence with an established network is necessary.

Responsibilities

• Maintain and manage client relationships with a focus on client experience.
• Generate business results through existing and new client acquisition.
• Advise clients on overall wealth management including asset allocation.

Skills

Private Banking experience

Financial Services knowledge

Sales success

Client focus

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

SIE license

Job description

TwinThread is seeking a Private Banker to manage and grow client relationships in Charlotte, North Carolina. In this role, you will advise families on wealth management strategies, focusing on their financial goals to ensure optimal asset allocation and investment management.

The ideal candidate will have over six years of experience, a Bachelor’s degree, and possess the necessary financial licenses or be willing to obtain them. A commitment to delivering exceptional client experience is essential, supported by a comprehensive benefits package.