Regional Director of Private Bank

This position is responsible for the overall management of the regional offices, Including developing and managing relationships with the upper tier of our High Net Worth clients.  Managing Sales and Compliance functions in addition to seeking and overseeing growth opportunities for the office are the key components of this position.

 

Requirements include:  Strong communications skills, effective time management and the ability to set and follow through on priorities.  The right candidate must be comfortable presenting to external audiences, have strong sales, credit and wealth management knowledge.

 

Preferred skills include:  Series 7, 66 and Insurance licenses or CFP.

 

Keywords:  High Net Worth, HNW, "private client", wealth management,