Banking/Attorney/In House/Seattle, Washington
Location: Seattle, Washington
Description: GCC Consulting is currently interviewing Banking/Attorney/In House/Seattle, Washington right now, this career will be delegated in Washington. Further informations about this career opportunity please give attention to these descriptions. Private Banker The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust s! ervices and financial planning. Primarily responsible for the client experience and engaging resources to deliver a complete wealth management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced. Build trust with clients and effectively manage relationships. Ensure that the proposed products and services maximize the clients' needs, goals and objectives. Provide guidance to junior staff.
The candidate should have a Bachelors degree; MBA, J.D. degree or CFA preferred. Must have 7+ years of experience in Private Banking working with High Net and Ultra Hi! gh Net individuals and families or related fields within finan! cial services. Licenses 7, 63 required. Experience or demonstrated understanding of investments, banking and trust concepts 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 is required. Connections within Private Banking core client space and professional centers of influence are needed. Should have proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
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If you were eligible to this career, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This career starts available on: Tue, 14 May 2013 09:37:29 GMT
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