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U.S. Private Bank - Private Banker - Vice President
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- As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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