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

WWdJakxsT0tvVEJoWjBOczMzNC81Yk9mQXc9PQ==
  • 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

SPEC Building Materials

Dispatcher Job at SPEC Building Materials

 ...to forty-two convenient branch locations in markets throughout the Midwest, the South, and the Southeastern regions. The SPEC Dispatcher is responsible for delivery coordination, order placement, general sales information and product requirements, pricing, and more.... 

Crossover Health

Clinic Manager RN Job at Crossover Health

 ...growth , Crossover Health, is seeking an RN Clinic Manager for our Durham NC Fidelity...  ...efficiencies and optimal staff coverage, including PRN talent pools. Hires, coaches, and...  ...direction to care team members, including nurses, hosts, operations leads, and care... 

HOATalent

Search Fund Entrepreneur-In-Residence Job at HOATalent

 ...SMB deals? Then read on -- this role may be for you! About Us: We are a dynamic investment firm founded by former search fund entrepreneurs and focused on identifying, acquiring, and managing small to medium-sized businesses. We are currently seeking a motivated and... 

Keys Auto Center

Continuing Education Apprenticeship Master Mechanic/Technician Instructor - Key West Job at Keys Auto Center

 ...We are hiring a Master Technician Instructor for our Continuing Education Technician Apprenticeship Program in partnership with Miami Dade County Public Schools at our Key West location that's coming soon! If you are passionate about cars and teaching, come... 

Lateral Link

Intellectual Property Paralegal - Premier Firm Job at Lateral Link

 ...A premier firm (our client) is looking for a Patent Prosecution Paralegal to join their team. Varied responsibilities, including,...  ...and Foreign patent prosecution is required. Exceptional compensation and benefits. Please apply to Bridgeline Solutions today!...