- Selby Jennings Buyside
- $125 - $200 per annum
- Miami < FL < USA
- Permanent, Full time
- 27 Nov 13
US Private Bank Wealth Advisor – Medical and Legal Client Specialization
US Private Bank Wealth Advisor – Medical and Legal Client Specialization
My client is a US Private Bank that deals with Domestic and International clients is aggressively searching for advisors that specialize and focus on Medical and Legal clientele. The bank is expanding and further solidifying their footprint in Florida, with concentration on their Ft. Lauderdale and Miami locations.
Advisors will be tasked to:
Develop overall client strategy and introduce all appropriate financial solutions
Partner with other STI product specialists including:
Investments
Trust
Mortgage
Insurance, etc.
Use team approach to deliver solutions
Acquire new clients through referral sources, client relationships, and through targeted prospecting
Facilitate the migration of clients to appropriate team advisor
Make referrals of new business to appropriate line of business
Suitable advisors should have the following qualifications and background:
Series 7, Series 66, Life, Health, and Variable insurance licenses
Portfolio of wealthy and/or affluent medical and legal professionals and practices.
5-7 years of lending or relationship management experience.
Credit knowledge to deliver both commercial and consumer credit to assigned clients
Possess strong Deposit/General Banking knowledge
This is a very good client of Selby Jennings and suitable applicants will be fast-tracked through the hiring process. They are looking for an ideal candidate to start before year end
If interested, please email apply.a33hoj5g41@selbyjennings.aptrack.co.uk with a copy of your resumé in MS Word format for a confidential discussion on the role or call +1 212 209 7310
US Private Bank Wealth Advisor – Medical and Legal Client Specialization
My client is a US Private Bank that deals with Domestic and International clients is aggressively searching for advisors that specialize and focus on Medical and Legal clientele. The bank is expanding and further solidifying their footprint in Florida, with concentration on their Ft. Lauderdale and Miami locations.
Advisors will be tasked to:
Develop overall client strategy and introduce all appropriate financial solutions
Partner with other STI product specialists including:
Investments
Trust
Mortgage
Insurance, etc.
Use team approach to deliver solutions
Acquire new clients through referral sources, client relationships, and through targeted prospecting
Facilitate the migration of clients to appropriate team advisor
Make referrals of new business to appropriate line of business
Suitable advisors should have the following qualifications and background:
Series 7, Series 66, Life, Health, and Variable insurance licenses
Portfolio of wealthy and/or affluent medical and legal professionals and practices.
5-7 years of lending or relationship management experience.
Credit knowledge to deliver both commercial and consumer credit to assigned clients
Possess strong Deposit/General Banking knowledge
This is a very good client of Selby Jennings and suitable applicants will be fast-tracked through the hiring process. They are looking for an ideal candidate to start before year end
If interested, please email apply.a33hoj5g41@selbyjennings.aptrack.co.uk with a copy of your resumé in MS Word format for a confidential discussion on the role or call +1 212 209 7310
$125 - $200 per annum
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