Private Banker: US Multi Family Office: New York, Manhattan


Company:: Selby Jennings
(View company profile)
Location:: New York City, NY
Job Type:: Full Time
Category:: Asset Management


Posted:: 2/12/2013

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Job Description

KEY WORDS: PRIVATE BANKER / BANKING; WEALTH MANAGEMENT; OFFSHORE; MASS AFFLUENT; PREMIER BANKING; SELBY JENNINGS; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISOR; OFFSHORE; CANADA; MANHATTAN; USA; NEW YORK; NYC; PORTOFLIO MANAGER; INVESTMENT MANAGER; FINANCIAL ADVISOR; FINANCIAL MANAGEMENT

My client is a prestigious US Multi Family Office, with offices throughout the states. Working out of their office in down town Manhattan they are now looking for an established HNW Financial Advisor to manage US Onshore clients.

Primary Function:

As a Private Banker - you will be expected to lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.

This role is primarily responsible for the client experience and engaging the firm's resources to deliver a complete wealth management solution.

Qualifications and Experience Requirements:
• 5yrs+ experience in private banking with HNW and UHNW individuals and families
• Licenses 7, 63 or equivalent other equating the same level
• Bachelors degree required: MBA, JD or CFA preferred.

Interested candidates should email apply.a33hoivobj@selbyjennings.aptrack.co.uk with a copy of their CV in MS Word format for a confidential discussion on the role.

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