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Banking & Finance Wealth Management

Senior Private Banker & Wealth Strategy Advisor

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Banking & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies while driving client acquisition. The ideal candidate has over 15 years of experience in financial services, a Bachelor's degree, and strong sales acumen. Join a collaborative team dedicated to providing outstanding client experiences and leverage extensive resources to achieve client goals.

A competitive compensation package and benefits are offered.
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Position Requirements
10+ Years work experience
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