Overview:
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A community bank is looking for a Private Banking Advisor to add to their Fairfield County, CT office. The ideal candidate will have a background in private banking, trust services, or client advisory, and will be skilled in both business development as well as managing existing HNW/UHNW client relationships.
Key Responsibilities:
- Manage and grow a portfolio of high-net-worth clients.
- Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services.
- Develop new client relationships through referrals, networking, and business development activities.
- Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience.
- Ensure compliance with all internal policies and regulatory requirements.
Qualifications:
- Minimum 5 years of experience in wealth advisory, private banking, or trust services.
- Proven track record of managing high-net-worth relationships.
- Strong network of business preferred.
- Strong knowledge of investment, estate, and financial planning concepts. xhqgsiq
- Bachelor’s degree in finance, economics, business, or related field.
Private Banking Relationship Manager in new york at Unknown Company
This position is listed as full time and onsite.