Finance - Banking Attorney in Boston, MA

In-House

Boston, MA

Finance - Banking Attorney in Boston, MA

Attorney

6-10 yrs required

No

Demonstrated ability to close deals, acquire new clients and retain existing clients
Strong compliance record in prior position(s)



Salary Information

The salary for this position is highly competitive and commensurate with experience. We also offer an exceptional benefits package and a bonus opportunity.

SEO Friendly Job Title: Private Banker - Vice President

H1 Heading: Join Our Team as a Private Banker - Vice President

H2 Heading: Advise Clients on Wealth Management and Acquire New Assets

Bold Headlines:

- Exceptional Opportunity for Talented Individuals in the . Private Bank
- Take Your Career to the Next Level with . Morgan
- Join a Collaborative and Motivated Team
- Advise Families on Wealth Management in the . Private Bank
- Generate Business Results and Acquire New Assets
- Partner with Internal Specialists for Interdisciplinary Expertise
- Comprehensive Approach to Fulfill Clients' Needs and Objectives
- Adhere to Strict Risk and Control Policies
- Six Plus Years of Experience in Private Banking or Financial Services Required
- Strong Business Acumen and Proven Sales Success
- Preferred Qualifications: MBA, JD, CFA, or CFP
- Dynamic and Credible Professional with Exceptional Presentation Skills
- Knowledge of Equity and Fixed Income Markets and Alternative Investments
- Ability to Close Deals and Retain Clients
- Competitive Salary and Benefits Package Offered

Bullet Points:

- Manage and maintain relationships with clients
- Generate business results and acquire new assets
- Advise clients on their overall balance sheet
- Partner with internal specialists for interdisciplinary expertise
- Connect clients across all lines of business
- Ensure proposed solutions fulfill clients' needs and objectives
- Adhere to risk and control policies
- Six plus years of experience in Private Banking or Financial Services required
- Proven sales success and strong business acumen
- Preferred qualifications include MBA, JD, CFA, or CFP
- Dynamic and credible professional with exceptional presentation skills
- Knowledge of equity and fixed income markets and alternative investments
- Ability to close deals and retain clients
- Competitive salary and benefits package offered

Company: . Morgan
Job Title: Private Banker - Vice President
Experience: Six plus years in Private Banking or Financial Services
Salary: Highly competitive and commensurate with experience
Location: Boston, MA, United States
Department: . Private Bank
Full-time, Day Shift