Banker/Vice President

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Banker/Vice President
Duties: Accountable for identifying and developing client relationships within the cross border, ultra-high net worth market. Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverages the specialists on their team in order to provide interdisciplinary and cross border expertise for our most complex clients. Primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Typical clients have a net worth of $25 million and above. Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results. Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience. Perform role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan. Exceed the expectations of clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.

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