Top 4 Private banker Jobs in Long Island Ny

Senior Private Banker/Advisor
Avior Executive Search —Jericho, NY
- $160,000 - $250,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Senior level
Quick Apply
Private Client Banker - Seventh St. - Garden City, NY
JPMorganChase —Garden City, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Fairfield Center - Fairfield, CT
JPMorganChase —Fairfield, CT
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker (Bilingual English and Mandarin Preferred) - Syosset, NY
JPMorganChase —Syosset, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- English
- Mid-level
- Health insurance
- Tuition reimbursement

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private banker jobs near long island ny

Senior Private Banker/Advisor

Avior Executive Search
Jericho, NY

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Job Details

Full-time
$160,000 - $250,000 a year

Qualifications

Achieving large sales
Life Insurance License
Series 7
Bachelor's degree
Initial Contact (sales skills)
Prospecting
Business development within finance
Client acquisition
New business target achievement
Experience practicing in the securities industry

Full Job Description

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments.

Manage, develop and retain full-service relationships with both UHNW & HNW clients.
Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source.
Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
Actively participate in community and business functions/groups.
Possess a self-motivated, highly driven, and entrepreneurial personality.

Required Experience:

Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

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private banker jobs in long island ny

Senior Private Banker/Advisor

Private Client Banker - Seventh St. - Garden City, NY

Private Client Banker - Fairfield Center - Fairfield, CT

Private Client Banker (Bilingual English and Mandarin Preferred) - Syosset, NY

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