Quick Overview
Seniority
Leader
Employment type
Full Time
Work mode
Hybrid
Location
Seattle, United States
Posted
4 weeks ago
Job Description
- *POSITION SUMMARY:** The Vice President, Private Banking plays a critical role within BNY's Private Banking family, under the BusDev&Sls_WM function. This position is responsible for driving business development and sales strategies to maintain and grow client relationships. By aligning with BNY's strategic pillars and principles, this role ensures a client-centric approach, fostering trust and collaboration with both clients and internal teams. The Vice President will leverage their expertise to provide tailored financial solutions, contributing to the bank's growth and commitment to delivering exceptional client service. **PRIMARY RESPONSIBILITIES:** - Develop and execute business development strategies by leveraging market insights and client feedback to expand BNY's private banking client base.
- Cultivate and maintain strong client relationships by demonstrating expertise in private banking and delivering personalized financial solutions.
- Collaborate with cross-functional teams to ensure comprehensive service delivery and alignment with client needs and BNY's strategic goals.
- Identify opportunities for process improvement and innovation within the private banking sector to enhance the client experience and operational efficiency.
- Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and accountability.
- Represent BNY's values and principles in all client interactions, fostering a culture of trust, respect, and excellence. **EDUCATION/QUALIFICATIONS:** - Bachelor's degree in Finance, Business Administration, or a related field preferred. **EXPERIENCE:** - Typically 5-8 years of experience. **SKILLS:** - Strong business development and relationship management skills.
- Excellent communication and interpersonal skills, with the ability to engage with high-net-worth clients.
- In-depth knowledge of financial products, services, and regulatory requirements within the private banking sector.
Similar jobs
- EJ
Financial Advisor - Wealth Management
NewEdward Jones
Goodyear, Arizona🇺🇸Hybrid5 hours agoPortfolio ManagementRisk ManagementFinance - EJ
US Experienced Financial Advisor
NewEdward Jones
Columbia, Missouri🇺🇸$50k/yrHybrid8 hours agoFinance - EJ
US Experienced Financial Advisor
NewEdward Jones
Billings, Montana🇺🇸$50k/yrHybrid8 hours agoFinance - UP
Financial Advisor (Pre-Set Appointments, No Cold Calling)
NewAuto ApplyUnited Placement Group
San Antonio, Texas🇺🇸Hybrid19 hours agoCold CallingLESSMicrosoft Office+2Finance - UP
Financial Advisor (Pre-Set Appointments, No Cold Calling)
NewAuto ApplyUnited Placement Group
Austin, Texas🇺🇸Hybrid19 hours agoCold CallingLESSMicrosoft Office+2Finance - EJ
US Experienced Financial Advisor
NewEdward Jones
College Station, Texas🇺🇸$50k/yrHybrid10 hours agoFinance - EJ
US Experienced Financial Advisor
NewEdward Jones
Norman, Oklahoma🇺🇸$50k/yrHybrid11 hours agoFinance - EJ
US Experienced Financial Advisor
NewEdward Jones
Evansville, Indiana🇺🇸$50k/yrHybrid11 hours agoFinance - EJ
US Experienced Financial Advisor
NewEdward Jones
Topeka, Kansas🇺🇸$50k/yrHybrid12 hours agoFinance - EB
Financial Services Representative
Enterprise Bank and Trust
Santa Fe, NM🇺🇸On-site1 week agoFinance - EB
Financial Services Representative
Enterprise Bank and Trust
Los Alamos, NM🇺🇸On-site1 week agoMicrosoft WordFinance - EB
Financial Service Representative
Enterprise Bank and Trust
Santa Fe, NM🇺🇸On-site4 weeks agoMicrosoft OfficeFinance
