Trust and Estates/Attorney/In House/Seattle, Washington occupation at GCC Consulting in Seattle

GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Seattle, Washington on Wed, 04 Dec 2013 14:55:35 GMT. Private Banker The candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning...

Trust and Estates/Attorney/In House/Seattle, Washington

Location: Seattle Washington

Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Seattle, Washington right now, this occupation will be placed in Washington. More complete informations about this occupation opportunity kindly see the descriptions. Private Banker The candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be 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 most complex clients. Manage each acco! unt to ensure that the client has a completed profile, is intr! oduced 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 Bachelor's degree. An MBA, J.D. degree or CFA preferred. Licenses 7 and 63 are required. Must have 7+ years of experience in private banking working with high net and ultra high net individuals and families or related fields within financial services. Should have experience or demonstrated understanding of investments, banking and trust concepts including: 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. Must have connections within Private Banking core client space and professional ! centers of influence.
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to GCC Consulting.

If you interested on this occupation just click on the Apply button, you will be redirected to the official website

This occupation starts available on: Wed, 04 Dec 2013 14:55:35 GMT



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