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Job Summary
- Company
- Synergy Personnel Inc.
- Location
- New York, NY 10017
- Job Type
- Full Time
- Employee
- Years of Experience
- 5+ to 7 Years
- Education Level
- Bachelor's Degree
- Career Level
- Manager (Manager/Supervisor of Staff)
Private Banking Senior Officer
About the Job
An International Bank seeks a Private Banking Senior Officer. Required: BA/BS Degree, 5 years of related bank experience, Series 7 and 63. Languages: English, Hebrew, Spanish, French. Requires knowledge of deposit related products. investment/insurance products, financial planning, credit policies, customer transactions/relations, selling and securities. Most know debt/equity securities, portfolio management, trade finance, financial analysis, foreign exchange, international accounts, international lending, loan documentaton, selling concepts/techniques.
Duties: Monitor customer positions, provide financial/banking advice to clients, analyze customer portfolios, research/analyze new investment options and new products. Cross-sell bank products, develop new business and expand customer relationships. Person manages private banking assistants, is an individual contributor and part of a team, plus is expected to cover for other team members during absences.
Duties: Monitor customer positions, provide financial/banking advice to clients, analyze customer portfolios, research/analyze new investment options and new products. Cross-sell bank products, develop new business and expand customer relationships. Person manages private banking assistants, is an individual contributor and part of a team, plus is expected to cover for other team members during absences.
