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Confidential

Managing Director, Private Bank Banker Team Leader at Confidential New York, NY

Confidential, New York, New York, us, 10261

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Overview Managing Director, Private Bank Banker Team Leader job at Confidential. New York, NY.

Managing Director, Private Bank Banker Team Leader

About the Company Renowned commercial investment banking company with an international reach

Industry

Financial Services

Type

Public Company

Founded

1812

Employees

10,001+

Categories

Wealth Management

Credit Cards

Banking

Financial Services

Banking & Mortgages

Consulting & Professional Services

Brokerage

Business

Common Purpose

Finance

Financial Ingenuity

Financial Responsibility

Global Bank

Investing

Investment Banking

Responsible Finance

Global Banking

Global Finance

Investment Bank

Insurance

Asset Management

Investment Management

Financial Transactions

International Trade

Capital Management

Assistance Services

Risk Analysis

Home Ownership

Lending Services

Financial Trading

Foreign Trade

Mobile Communication

Blockchain

Regulatory Affairs

Sustainability

Corporate Citizenship

Credit

Specialties

banking

commercial banking

investment banking

wealth management

credit cards

capital markets

equity and fixed income research

consumer lending

cash management

and transaction services

Business Classifications

B2B

B2C

Role Responsibilities and Requirements The Company is seeking a Banker Team Leader with a focus on the SAFE Act to manage a team of senior Banker UHNW and HNW professionals. The successful candidate will be responsible for growing the existing client business and developing an acquisition strategy for UHNW and HNW target names. This role requires a deep understanding of the market, a proven track record in business growth, and the ability to lead a high-quality team. The Banker Team Leader will also be accountable for driving and meeting the team\'s revenue goals, coaching and guiding team members, and ensuring the team is aligned with the strategic direction of the business. Responsibilities also include serving as a trusted advisor to clients, managing client expectations, and ensuring the team is in compliance with regulatory requirements. The Banker Team Leader will be expected to build and maintain long-term client relationships, anticipate client needs, and develop tailored financial strategies to help clients achieve their wealth management goals.

Hiring Manager Title Market Executive

Travel Percent Less than 10%

Functions

Finance

Business Development

Strategy

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