VP Private Banker — Wealth Strategy & Client Growth

CFA Institute; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

A leading financial institution in Orlando is seeking an experienced Private Banker to provide clients with exceptional service in wealth management. The role requires over six years of expertise in private banking, including advising on investments and financial planning. Candidates must hold a Bachelor's degree and have relevant licenses. The ideal applicant will focus on driving business growth and maintaining strong client relationships within a collaborative team environment.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Experience or demonstrated understanding of investments and banking concepts.

Responsibilities

• Manage relationships with clients by understanding needs and providing advice.
• Generate business results through client acquisition.
• Advise clients on their overall balance sheet and investment strategies.

Skills

Sales success

Client experience focus

Business acumen

Networking

Critical thinking

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial institution in Orlando is seeking an experienced Private Banker to provide clients with exceptional service in wealth management. The role requires over six years of expertise in private banking, including advising on investments and financial planning. Candidates must hold a Bachelor's degree and have relevant licenses. The ideal applicant will focus on driving business growth and maintaining strong client relationships within a collaborative team environment.