SVP Private Banking & Wealth Management Job at JCW, White Plains, NY

cFJubjUyNURaZThXZ25IMWt0SkZpYm52RkE9PQ==
  • JCW
  • White Plains, NY

Job Description

Overview:

Our client, a prominent regional bank with a strong presence in the Tri-State area, is seeking a dynamic and experienced SVP of Private Banking & Wealth Management to join their White Plains, NY office. This individual will play a key leadership role in managing and expanding relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The ideal candidate brings a successful track record in wealth advisory, investment management, and private banking within a retail banking or financial institution environment.

Key Responsibilities:

  • Serve as a trusted advisor to HNW and UHNW clients, providing tailored financial solutions across banking, lending, and investment management.
  • Manage the administration and servicing of complex personal and family wealth accounts.
  • Collaborate with internal partners in retail banking, commercial banking, and trust services to deliver a holistic client experience.
  • Lead and mentor a small team of relationship managers or wealth advisors, depending on experience.
  • Proactively cultivate and grow a network of affluent clients through referrals, professional centers of influence, and strategic business development.
  • Maintain a high level of regulatory compliance and fiduciary responsibility in all client interactions.

Qualifications:

  • 10+ years of experience in private banking, wealth management, or retail investment management.
  • Strong background in HNW/UHNW account administration, ideally within a banking setting.
  • Proven experience delivering customized financial strategies and investment advice.
  • Existing book of business or strong network in the New York City metropolitan area is preferred.
  • CFP or CFA certification preferred.

Job Tags

Similar Jobs

Lutheran Services Florida

Family Services Case Manager Job at Lutheran Services Florida

 ...Lutheran Services Florida (LSF) envisions a world where children are safe, families are...  ...looking for talented Child Welfare Case Managers who wants to make an impact in the lives...  ...the Child Welfare Case Manager is to provide full wrap around case management services... 

AAA Ec Insurance Agency

Inside Sales Agent Job at AAA Ec Insurance Agency

Inside Sales Agent Well Known AAA Brand Products and Service Excellent Earning Potential Paid Training If you are a career-minded, service-driven professional looking to join a fast-paced organization then you have come to the right place. With our strong...