What are the responsibilities and job description for the Private Banker position at IDB - Israel Discount Bank?
Company Description
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Role Description
This is a full-time hybrid role for a Private Banker located in Brooklyn, NY, with some work from home flexibility. The Private Banker will be responsible for managing high-net-worth client relationships, providing financial planning and investment advice, and developing tailor-made financial solutions. Daily tasks include advising clients on asset allocation, structuring investment portfolios, and managing private banking services to meet clients' individual financial objectives.
Qualifications
- Experience in Financial Planning, Finance, and Investments
- Expertise in Private Banking and Asset Allocation
- Exceptional client relationship management and communication skills
- Proven track record in managing high-net-worth clients and providing customized financial solutions
- Relevant certifications such as CFP, CFA, or similar credentials are an advantage
- Bachelor's degree in Finance, Economics, Business Administration, or related field