advertisement
Oct 5, 2005 12:00 PM
Job 4476: Private Banker
Location City: Lancaster
Location State: PA
Base Salary: 80,000-90,000
Bonus & Incentives: superior incentive plan
Position Responsibilities: Private Banking Services
Relationship Manager The "quarterback" of high net worth clients
financial management team for an established portfolio in
Lancaster/Reading, PA. A seasoned professional, with the knowledge
and experience to fully marshal the bank's internal and external
resources. As the lead consultant within and outside the bank, this
Relationship Manager will understand the full spectrum of the
client's financial situation and needs. Through detailed and fully
confidential planning, short-term and long-term personal goals and
objectives must be carefully analyzed. This Private Banker will
draw on various specialists within the bank to assemble a team
tailored to meet the client's specific goals. He/She will also work
closely with a team of professional advisors such as accountants,
lawyers, and tax specialists, to insure that the client's entire
financial plan is coordinated and meets planned objectives. The
position's requirements include strong credit expertise, 3 or more
years in commercial and/or private banking lending and new business
development skills. The ideal candidate will have strong
communication skills, time management competence , a professional
demeanor,and the ability to represent the bank's lending and
investment products. CFP designation is helpful..
Education and Certifications/Licenses: Bachelors, CFP would
be nice, not required
Mandatory Minimum Qualifications: Ideally this candidate
would have worked themselves into Private Banking from either
Commercial Lending, Trust, Investments or Brokerage.
Benefits: yes, typical
Overnight Travel: No Required Travel
Relocation Assistance: No
Special Note: Please respect our recruiting members' time by
only replying to positions where your experience meets the
qualifications specified. Due to the large volume of responses we
receive we regret we are unable to respond to every
applicant.
To apply for this Job: please send your resume to
<agiconsulting@nbn-jobs.com>
and reference the job number.
Acceptable Use Policy blog comments powered by Disqus
Videos
advertisement
T&E eNewsletters
Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
Latest from Wealth Watch
Tech. Review 
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
Latest from Tech. Review
2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
Click here to view the most up to date guide (September 2011)
Press Releases
advertisement
advertisement










