Asset Management Private Bank Resume Samples
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Asset Management Private Bank Resume Samples
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OW
O Willms
Osborne
Willms
1466 Kub Forges
Chicago
IL
+1 (555) 559 6822
1466 Kub Forges
Chicago
IL
Phone
p
+1 (555) 559 6822
Experience
Experience
Los Angeles, CA
Asset Management Private Bank
Los Angeles, CA
Ledner Inc
Los Angeles, CA
Asset Management Private Bank
- As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
- Oversee and manage the Administrative Assistants
- Conduct research and analysis; assist with product development and prospecting efforts
- Become an expert in a range of proprietary models to provide recommendations on tailored solutions
- Communicate effectively with the broader Investment Strategy team on market developments
- Identify weaknesses, gaps and opportunities for improvement in business processes and procedures
- Participate with the Brazil Market Manager and the Global Investment Strategy team in driving strategic and tactical asset allocation decisions
Phoenix, AZ
Asset Management Private Bank Latin Head of Mexico Onshore
Phoenix, AZ
Hettinger-Stroman
Phoenix, AZ
Asset Management Private Bank Latin Head of Mexico Onshore
- Work closely with the COO to ensure proper discipline around risk management procedures
- Manage tactical product and market cycle sales
- Identify prospects and ensure bankers are developing client and prospective client plans/strategies
- Work closely with Risk, Legal & Compliance and oversee execution of regulatory priorities
- Develop operating strategy by defining and analyzing regional and team market opportunities
- Ensure that every client opportunity is identified in partnership with the Practice Managers
- Determine method to measure each team member against goals
present
New York, NY
Asset Management Private Bank Control Specialist Manager VP
New York, NY
Hermiston LLC
present
New York, NY
Asset Management Private Bank Control Specialist Manager VP
present
- Work closely with Business Management and other supervisory functions to define the scope of monitoring and surveillance of business activities
- Conduct reviews with a focus on business risk and control frameworks
- Analyze findings in order to provide recommendations or guidance to stakeholders
- Work with Audit, O&C and related partners to help maintain the USPB control agenda
- Manage a team of control specialists
- Cross border – Travel Tracking, Training, CRF reviews
- General selling practices – Monitor these practices and code of conduct activities
Education
Education
Bachelor’s Degree in 2011
Bachelor’s Degree in 2011
University of San Francisco
Bachelor’s Degree in 2011
Skills
Skills
- Good judgment and discretion working with highly confidential information
- Strong background in global markets and global multi-asset allocation
- Strong initiative, energy and confidence completing projects with limited supervision
- Have a working knowledge of accounting principles
- The ability to be a dynamic member of a team
- Excellent communication skills and poise giving presentations
- Parse complex tasks and juggle priorities in a highly dynamic, global, team environment
- Experience using Microsoft office programs including excel, power point and Adobe PDF
- Up to 2 years of experience in wealth management
- Superior multi-tasking and organizational skills
15 Asset Management Private Bank resume templates
Read our complete resume writing guides
1
Asset Management Private Bank Administrative Assistant Resume Examples & Samples
- Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
- Process expense reports, verify expense documentation and submit to accounting for payment
- Liaison for ordering and re-orders of all office supplies
- Assist with overflow, special projects and day-to-day tasks
- Coordinate group coverage, i.e., meetings, lunch hours, vacations, training and temporary assistance
- Receive, process and distribute mail
- Manage the office client center
- Minimum 3 years experience in an administrative role; Bachelor's Degree preferred
- Excellent interpersonal skills, both written and oral
- Good judgment and problem solving skills
- Responsive and reliable
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, general comfort level with Internet/Intranet usage and ability to learn proprietary software
- Experience in customer service or hospitality a plus
2
Asset Management Private Bank Latin AML Investigation Specialist Resume Examples & Samples
- Investigate and resolve client activity queries
- Work with Risk Management and Legal/Compliance to keep internal policies and procedures in compliance with Corporate control policies and federal regulations
- Prepare and deliver Reputation Risk issues to management
- Ability to analyze and make recommendations on client activity issues
- Proactive approach to managing project plans and timelines with attention to detail
- Strong sense of accountability and initiative
3
Asset Management Private Bank Product & Platform Latin Credit Resume Examples & Samples
- Support and coordinate product development initiatives
- Coordinate with local and global partners to assess opportunities for enhancing processes and support the definition of Private Bank products operating model
- Lead projects to support the build-out of Private Bank platform
- Coordinate / influence a large cross-functional team
- Passionate and career driven
- Creative thinker who can balance client / advisor needs with business objectives
- Experience in Wealth Management, preferred
4
Asset Management Private Bank Head of Product & Platform Mexico Resume Examples & Samples
- Strong skills in project management disciplines and an ability to instill structure, process, accountability, delivery and client-focus including strong organizational and prioritization skills
- Strategic and analytical thinker with a drive towards execution and delivering results
- Excellent communication skills to effectively communicate key messages, and simplify complex business situations
- Ability to adapt to change and turn challenges into opportunities
- Ability to develop effective partnerships with key business partners across functions, including the various Product and Asset Class owners, Business Management teams, Finance, Legal, Compliance, Tax, Risk and various operations groups globally
- Fluency in English language written and verbal communication and an ability to articulate complex ideas, concepts and solutions at a level appropriate and intelligible to the recipient
5
Asset Management Private Bank Product & Platform Latin Suitability Resume Examples & Samples
- Project managing and completing strategic Suitability initiative
- Working with Legal and Compliance partners to interpret and understand impacts of changing regulatory landscape
- Partner with senior management to define and implement an end-to-end suitability model, addressing client and product solutions
- Develop and support project plans through strategy development, project definition, and implementation
- Preparing and delivering updates for senior manageme
- Developing end-to-end operating models that works toward regional and global consistency
- Acting as business representative for the front office teams coordinating across the wider support functions within Private Bank (Technology, Operations, Legal, Risk etc.) to implement business solutions
- Building detailed knowledge of front office/ middle/back-office process flows and trading systems
- 7 years of project management or change management experience
- Minimum of 5 years experience in large-scale project management
- A broad understanding of financial products
- Strong knowledge of Microsoft Office including Excel, PowerPoint and Projects
- Familiarity with Brazil regulatory environment
- Ability to manage complexity, multiple projects and deliver solutions to a tight deadline
- Excellent communication skills to effectively transmit key messages and simplify complex business situations
- Ability to work independently, while managing up and escalating appropriately
- Ability to develop effective partnerships across functions, including the various Product and Asset Class owners, Business Management teams, Finance, Legal, Compliance, Tax, Risk and various operations groups globally
- Be a team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives
- English language written and verbal communication and an ability to articulate complex ideas, concepts and solutions at a level appropriate and intelligible to the recipient
6
Asset Management Private Bank Client Center Assistant Resume Examples & Samples
- Absolute discretion when dealing with confidential matters
- Demonstrated service mindset with high EQ
- Open and willing to go beyond the job description in order to contribute to the overall team goal
- Willingness to quickly learn about the stories behind artworks and archival objects installed at the Client Center
- Proficiency in Microsoft Office Suite
- Event planning or hospitality experience a plus
7
Asset Management Private Bank Latin Resume Examples & Samples
- The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete Wealth Management solution
- This role provides leverage to the Banker on daily client priorities
- Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs
- Supports Banker on client hierarchy and pipeline management
- Develops understanding and assists Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- May accompany Banker on client calls
- Excellent communication skills, both written and oral
- Ability to adapt to a rapidly changing business and technology environment
- Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
8
Asset Management Private Bank Latin Prospector Resume Examples & Samples
- Ability to develop new business through superior marketing skills
- Broad knowledge of the Wealth Management business
- Drive and ambitious with proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- General comfort level with Internet/Intranet usage and ability to learn proprietary software
9
Asset Management Private Bank, Goals Resume Examples & Samples
- Work with senior advisors and subject-matter experts to develop customized analytics, presentations and capabilities to help clients achieve personal and financial goals
- Develop customized financial models for use with existing and prospective clients as well as professional advisors
- Prepare senior advisors for successful client meetings by using proprietary analytics and working with the advisor to develop presentations and strategy
- Collaborate with integrated team members to analyze balance sheets and understand client investment, credit and wealth transfer objectives as part of developing appropriate customized recommendations
- Become an expert in a range of proprietary analytical wealth planning models
- Proactively offer advice, key insights and solutions to help clients while improving the success of the team and the firm
- Attain extensive technical knowledge of wealth planning & transfer techniques
- Become an integral partner in helping to build a growing and critical part of the Private Bank’s business
- Opportunity to work with senior level individuals with broad expertise across many disciplines
- Analysts are encouraged, but not required, to attain Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designations
10
Asset Management Private Bank Latin Product & Platform Resume Examples & Samples
- Develop and support project plans through strategy development, project definition and implementation
- Maintain scope and enhance structure of the program
- Develop end to end operating models that work toward region and global consistency
- Coordinate new product, service and operating model approvals through the corporate standard NBIA and process re-engineering approval forums
- Build detailed knowledge of front office/middle/back-office process flows and trading systems
- Develop updates for senior management, both in writing and verbally
- 5-7 years relevant working experience in project management environment
- Extensive experience in Private Banking or Asset Management industry
- Strong knowledge of Microsoft Office including Excel, Power Point and Visio
- Ability to effectively communicate key messages and to simplify complex business situations
- Be a team player who is easy to work with, shows commitment and dedication and can maintain a positive attitude on a high demand/time-sensitive environment
- Spanish speaker a plus
- Bachelor degree
11
Asset Management Private Bank Resume Examples & Samples
- Participate with the Brazil Market Manager and the Global Investment Strategy team in driving strategic and tactical asset allocation decisions
- Responsible for generating alpha across the firm’s discretionary global multi-asset client portfolios
- Develop fundamental investment views across global markets
- Strong background in global markets and global multi-asset allocation
- Communicate effectively with the broader Investment Strategy team on market developments
- Present to clients, banker teams and internal audiences on market views as well as investment process, portfolio positioning and performance
- Parse complex tasks and juggle priorities in a highly dynamic, global, team environment
- 10+ years experience in the investment management industry
- Comprehensive knowledge and working experience of financial markets, including: equities, credit, commodities, foreign exchange, hedge funds, private equity and derivatives
- In depth knowledge of fundamental market valuation, portfolio risk metrics and multi-asset allocation
- Excellent client presentation skills and comfort level addressing groups of 20-200 people
- Experience in a buy-side environment, acting as a fiduciary for clients
- Masters degree and/or CFA required
- Portuguese/English fluency required oral
12
Asset Management Private Bank Resume Examples & Samples
- Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information
- Measure results – business, client and team impact
- Understand and define business needs in the context of short and long term objectives
- Identify weaknesses, gaps and opportunities for improvement in business processes and procedures
- Communicate business priorities, processes and initiatives in a simple and compelling way
- Navigate and facilitate information flow/messaging between teams
- Develop rapport with members of the teams within and across regions
- Experience using Microsoft office programs including excel, power point and Adobe PDF
- Demonstrated aptitude for sales and client relationship management
- Genuine interest in financial markets and macro-level economic trends
13
Asset Management Private Bank Resume Examples & Samples
- Analyze client’s needs and objectives through balance sheet and cash flow analysis
- Provide lending solutions to assure that pricing carefully balances market, return, and overall client objectives
- Support the integrated team in understanding optimal borrowing solutions for clients
- Monitor current credit book including portfolio risk grading
- Work with capital advisor(s) and credit executive(s) to understand risk appetite of the firm and adjust deal flow and structure accordingly
- Participate in structuring and negotiating transactions, prepare lending documentation and transaction execution
- Prepare credit approval memorandums and presentations for senior credit officers for new deals and annual reviews
- Coordinate and manage ongoing reporting of capital advisory programs including product marketing, pipeline progress, banker scorecards
- As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
- Have a working knowledge of accounting principles
14
Asset Management Private Bank Resume Examples & Samples
- Partner with Market Manager to prepare for regular business reviews
- Project management and prioritization of initiatives for the platform
- Represent region on governance committees for strategic initiatives, particularly around client experience and regulatory change
- Work closely with Risk, Legal & Compliance and oversee execution of regulatory priorities
- Ensure proper discipline around risk management procedures
- Drive ongoing enhancements and modifications to internal sales management processes (CRM)
- Coordinate across functional, control teams and other COOs to leverage the platform and execute regional priorities
- Escalate and / or resolve client issues
- Coordinate across functional and control teams to execute regional priorities
- Manage the business continuity programs and processes
- Identify and manage premises needs for the LatAm team
- Oversee and manage the Administrative Assistants
- Project management skills working with both strategic and tactical projects
- Background in Private Banking or Asset Management including understanding of the products and services
- Strong understand of client dynamics with a tenacity to resolve issues and conflicts
- Ability to influence effectively at all levels and bring a variety of issues to resolution
- The COO will need to be comfortable and effective in communicating with both senior management and across various functions
- High energy and enthusiasm required to partner with multiple stakeholders and ability to work with a high degree of ambiguity
- Well recognized as having outstanding people leadership and management skills
- Capable of exercising forceful yet sensible leadership; willing to make tough/unpopular decisions
- Proactive, strategic thinker
- Minimum qualifications would be a Bachelor's degree, although an advanced degree or certification would be considered a plus
- Excellent communication skills in English - both written and verbal
- Language skills: Portuguese mandatory, Spanish preferred,
15
Asset Management Private Bank Latin Head of Mexico Onshore Resume Examples & Samples
- Prior client management experience in financial services: broad understanding of needs and solutions for wealthy clients
- 10+ years of experience in sales and management in financial services industry
- Fluency oral and written in Spanish/English
- Strong communication and teamwork skills
- Ability to partner and operate effectively in a team based, matrix environment
- Proven success in managing full P&L responsibilities for large business
- Demonstrated ability to drive change and develop and execute an efficient, effective operating model
16
Asset Management Private Bank Service Manager Resume Examples & Samples
- Provide CSAs with guidance and resources for delivering high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients' specific needs
- Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures
- Meet with bankers and product partners regularly to ensure service expectations are met
- Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
- Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process. Represent staff performance during semi-annual and annual Evaluation Committee reviews
- Participate in the continuing strategic development of the Client Service operating model, and help validate proposed ideas/plans prior to implementation
- Lead/participate in special projects within Client Service and represent Client Service in broader initiatives within Private Banking
- Excellent judgment and decision making skills
- Strong leadership and management abilities; must be able to think strategically. Solid communication, time management and interpersonal skills; must be able to diffuse conflict diplomatically
- Keen understanding of the financial and banking industries
- In-depth knowledge of the region's client base, and strong rapport with bankers, product partners, and in some cases, key clients
- Ability to adapt to a rapidly changing business and technology environment; must be a change leader
- Solid comprehension of Private Banking range of products, including deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, and credit products and services as each applies to their specific region's business segment
- Must understand and comply with the regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly
- Working knowledge of key areas of the firm (e.g., JPMorgan Funds, Cash Services, Retail Branch Network, Credit Products, Securities Operations and Client Information)
- Solid understanding of systems and databases used within the Private Bank
- Disciplined approach to managing and acting upon key daily reports
- Strong comprehension of how data and information flow through the firm's processing and reporting systems, and an in-depth understanding of all operation roles and inter-dependencies
- For internal hires, 4+ years of experience as a CSA is highly beneficial and recommended for the role
- Private Banking experience preferred
17
Asset Management Private Bank Latin Pcd Administrative Assistant Resume Examples & Samples
- 1-2 years of experience in financial services or law office assistant; prior wealth management experience a plus
- Bachelor Degree preferred
- Spanish Fluency required both orally and written. Advance level of Portuguese a plus
18
Asset Management, Private Bank, Middle Resume Examples & Samples
- Daily and Month end Cash and Security reconciliations, including identification and resolution of issues
- Asset Servicing of Alternative products, ensuring correct processing and communications around Corporate Actions, Transfer and Retrocession monitoring processes
- Management of various product and client documentation processes
- Responding to ad hoc front office questions and requests as well as providing periodic product information updates
- Support of the project agenda (both ad hoc and strategic) to meet the changing requirements in the industry as well as driving efficiency gains and risk reduction
19
Asset Management Private Bank Latin Resume Examples & Samples
- Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
- Knowledge of capital markets and macro interest rate environment
- Advanced analytical skills, including financial analysis and the ability to identify and analyze credit opportunities and the attendant credit risks
- Knowledge of account maintenance, loan closing, credit administration and compliance procedures
- Ability to communicate sophisticated credit concepts to all levels of clients, prospects and internal team members
- Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
20
Asset Management Private Bank Control Specialist Manager VP Resume Examples & Samples
- Audit and control self assessments – monitor issues and action plans
- Cross border – Travel Tracking, Training, CRF reviews
- Code of Conduct – Consecutive Leave, Clean Desk, Marketing Disclaimers and Disclosures
- Suitability - Review activities for both Onshore and Offshore LOBs
- General selling practices – Monitor these practices and code of conduct activities
- Manage a team of control specialists
- Work with Audit, O&C and related partners to help maintain the USPB control agenda
- Work closely with Business Management and other supervisory functions to define the scope of monitoring and surveillance of business activities
- Draft and maintain procedures
- Conduct reviews with a focus on business risk and control frameworks
- Understand policies and procedures to determine proper application and compliance
- Scope and design of MIS – compiling of data and producing regular reporting as required by senior management
- Analyze findings in order to provide recommendations or guidance to stakeholders
- Maintain quality assurance testing for all compliance programs to ensure accuracy and timeliness
- The ideal candidate will have 3-5 years managerial experience within a financial institution including extensive experience with Audit, Compliance, and Risk
- Excellent in project management disciplines and an ability to instill structure, process, accountability, delivery and client-focus
- Excellent strategic, influencing and interpersonal skills; comfort in working with people at all levels across all functions
- Proven ability to handle stressful situations as well as possessing excellent time management and communication skills
- Ability to prioritize tasks, make sound decisions, and consult with peers and management on various topics
- Highly disciplined, self motivated and delivery focused individual
- Team player; adaptable to changing environment
- Ability to quickly become familiar with new processes
- Ability to develop effective partnerships with key business partners
- Ability to multi task while working independently
- Strong Excel and Power Point skills are essential due to data gathering and reporting elements of this role
21
Asset Management Private Bank MD Resume Examples & Samples
- Plays a leading role in the investment dialogue with clients
- Understand client's investment plan, goals and objectives to develop and implement investment plan
- Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
- Executes investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions
- Conducts investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
- Drives new business development and regional expansion by
- Participating in new business opportunities with EMEA Integrated Team Members and Senior Management
- Performs Sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
- Interacts with clients and prospects, understanding their issues, motivations and factors that are key for success
- Additionally
- Understands JPMorgan platform, solutions, investment philosophy
- Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc
- Develops a deep understanding of the E&F market: sizing, trends, competition, service models
- Minimum of 7 years experience in Wealth Management or Investment Management
- Fluent in English. Additional languages also desirable: Spanish, Italian, French
- Strong knowledge of asset classes (fixed income, equities, and alternatives)
- FCA approved person status (or in the process of receiving)
22
Asset Management, Private Bank, Middle Resume Examples & Samples
- Staff management with project and problem analysis, effective communication with management onsite and in other locations
- Lead the recruiting effort for the team build up and work with the broader management team to meet the hiring needs for the location
- Supervision of the team with accountability for quality assurance
- Continuous focus on optimizing efficiency and control by understanding, reviewing and implementing processes, systems and procedures in the context of a growing business with increasingly complex product offerings
- As part of the Operations management team, candidate will be expected to provide coverage and assistance outside of his/her direct responsibilities
- People management experience (Team of 10+) as well as teamwork skills
- Ability to make decisions with corporate perspective
- Strong organizational and prioritization skills
- Analytical approach, imaginative flair
- Control focus
- Strong commitment and exceptional drive
- Knowledge of the various financial regulatory requirements a plus
23
Asset Management Private Bank Microsoft Access Resume Examples & Samples
- Take the lead on new Access / Excel developments to support various teams
- Act as central point of contact for internal development queries and issues
- Establish a "best practice" chart for user developments and assist with its
24
Asset Management Private Bank Controls Management VP Resume Examples & Samples
- Support the business in
- Vice President within the business, operations, or project organizations
- Proven and demonstrable relevant experience
- Inquisitive and proactive in identifying risks and proposing solutions
- High-potential and looking to broaden one’s business knowledge
- Exceptional critical thinking, project management, analytical and communication skills (i.e. communicate effectively at all levels of the organization)
- Sense of urgency, intellectual curiosity, resourcefulness, excellent analytical and problem solving skills, ability to synthesize large amounts of information and propose recommendations
- Ability to adapt to a rapidly changing business environment, quickly assess situations, and capitalize on change
- Result-driven, with attention to detail, passion for driving best practices, and skilled at diplomatically breaking down barriers and obstacles
- Demonstrated experience as a key contributing member of a high-performing organization
25
Asset Management Private Bank-market Manager Managing Director Resume Examples & Samples
- Strategic planning and growth of the team and market opportunities
- Overall responsibility for leading and developing a team of Bankers, Investors, Capital Advisors, Wealth Advisors, and Trust & Estate Advisors
- Ensure an effective approach to hiring, retaining and rewarding the best talent, performance management, talent management, training and integration of new joiners within the market
- Provide ongoing coaching and feedback to ensure the team is working together to provide interdisciplinary expertise for our most complex clients
- Manage the team to ensure systematic, forward thinking and disciplined approach to advising clients, sales management, client acquisition, and risk management
- In addition to day to day management of the business, this role should also grow the team’s book of business and will be responsible for prospecting and developing leads for new clients
- Build trust and develop relationships with clients to help the team advise particularly large or complex relationships
- Responsibility for budget planning
- As a member of the Regional leadership team, provide leadership, execute on Wealth Management priorities and participate in defining the long-term strategy for the regional Private Bank business
- Build and maintain excellent working relationships with internal and external partners to promote visibility and impact in the market
- Fifteen plus years of experience in Private Banking or Financial Services industry
- Strong leadership and management skills with experience in effective hiring, developing, motivating and retaining large, high performing teams. Individual needs to be an inspirational leader with high “EQ” who can provide vision, presence, and credibility to the market
- Track record of successfully building and growing a business within Wealth Management preferred
- Ability to drive change and implement disciplined management practices
- Ability to influence and problem solve to address any implementation challenges
- Significant experience of managing budgets and compensation planning
- Impeccable interpersonal and organizational skills with high level of self-motivation and drive to succeed
- Proven sales and client relationship skills
- Strong relationship management, partnership and team building skills
- Excellent communication (verbal and written), influencing and negotiation skills with the ability to establish and communicate the strategic vision to all levels
- Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong risk and control mindset
- Bachelors degree required, MBA, CFP or CFA preferred
- Series 7, 63, 9, & 10 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
