Private Banking Director jobs in Stamford, CT

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Seasonal Analyst, Private Banking
  • Webster Bank
  • Stamford, CT OTHER
  • If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.

    Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

    Responsible for a wide variety of pre-defined and ad hoc investment support. This particular position focuses on putting together client presentations, implementing trades in client portfolios and completing regulatory requirements, while also helping to manage the growing aspects of our business.

    MAJOR DUTIES & RESPONSIBILITES .
    Work together with senior portfolio managers in identifying and implementing transactions in client portfolios, consistent with specific investment objectives and guidelines.
    Assist investment team in the preparation of specialty reports for use in client meetings and sales presentations.
    Provide effective and timely support to senior level officers in regards to projects and/or more complex accounts.
    Serve as Secretary at all Trust Investment Committee and Investment Policy Committee meetings. Prepare meeting agendas and minutes, as well as other related documentation.
    Schedule, track and prepare documentation for all Regulatory and Post-Acceptance investment reviews
    Track and ensure timely response to all Corporate Action matters; track and ensure prompt submission of all proxy voting instructions on behalf of clients for whom SRA holds investment responsibilities

    EDUCATION, EXPERIENCE & SKILLS
    Pursuing a degree in economics, finance, business administration or similar field.
    2 years of prior professional experience or related occupation.
    Excellent communication skills a must.
    Strong ability to multi-task and attentive to details.
    Strong proficiency in Microsoft Office. Knowledge of SEI Trust, Invest, Bloomberg and FactSet is a plus.

    The estimated pay rate range for this position is $18 USD to $20 USD per hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
  • 3 Days Ago

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U.S. Private Bank - Private Banker - Executive Director
  • JPMC Candidate Experience page
  • Greenwich, CT FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 25 Days Ago

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Business Analyst (IT)
  • Banking Circle US
  • STAMFORD, CT FULL_TIME
  • At Banking Circle US, we want to make an impact that pioneers the industry and creates instant value for our clients. Banking Circle US is building a fully clouded, scalable financial infrastructure p...
  • 7 Days Ago

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Assistant Financial Controller
  • Banking Circle US
  • STAMFORD, CT FULL_TIME
  • Assistant Financial Controller Banking Circle US is a fully clouded, scalable financial infrastructure provider building the first and only real-time clearing and settlement network globally. Our miss...
  • 1 Month Ago

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Tennis Court Maintenance
  • Private Club
  • Darien, CT TEMPORARY,PART_TIME,FULL_TIME
  • This position relies heavily on maintenance abilities, and the quality of work performed on the courts which directly affects the racquet pros, members and their guests' experiences. Duties and Respon...
  • 3 Days Ago

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Family Assistant/Nanny
  • MAHLER PRIVATE STAFFING
  • Greenwich, CT OTHER
  • Position Summary: Our clients are a lovely family based in Greenwich, Connecticut who are looking for a Family Assistant to share in the care of their young daughter and provide valuable support aroun...
  • 23 Days Ago

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0 Private Banking Director jobs found in Stamford, CT area

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Manager of Finance
  • LIPA
  • Uniondale, NY
  • Do you want to join a team that values Service, Collaboration and Excellence? Do you want to work with an organization t...
  • 3/28/2024 12:00:00 AM

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Compliance Officer
  • FirstKey Mortgage, LLC
  • New York, NY
  • Company Background FirstKey Mortgage, LLC ("FKM") is one of the world’s leading private label securitization and asset m...
  • 3/28/2024 12:00:00 AM

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Finance Director
  • Clean Market
  • New York, NY
  • FINANCE MANAGER CLEAN MARKET Who We Are: We believe it should feel good to take care of yourself. That feeling good can ...
  • 3/27/2024 12:00:00 AM

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Director of Finance
  • Planned Parenthood Hudson Peconic
  • Elmsford, NY
  • Job Description Job Description Position Summary: This position, which reports to the Chief Financial Officer, is respon...
  • 3/27/2024 12:00:00 AM

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Director, Transformation Delivery, Financial Services
  • Usg
  • New York, NY
  • Director, Transformation Delivery, Financial Services New York , New York **Business Title:** Director, Transformation D...
  • 3/26/2024 12:00:00 AM

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Director, Transformation Delivery, Financial Services
  • Campus Pride, Inc.
  • New York, NY
  • Director, Transformation Delivery, Financial Services in New York , New York **Business Title:** Director, Transformatio...
  • 3/26/2024 12:00:00 AM

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Director of Accounting-Family Office
  • Marcum Search
  • New York, NY
  • Job Description Job Description Marcum Search LLC the National Recruiting Division of Marcum LLP is recruiting for a Sen...
  • 3/25/2024 12:00:00 AM

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Finance Specialist
  • Atlantic Group - New York
  • New York, NY
  • Job Description Job Description The Atlantic Group has partnered with a private equity firm in the New York City area. T...
  • 3/24/2024 12:00:00 AM

Stamford (/ˈstæmfərd/) is a city in Fairfield County, Connecticut, United States. According to the 2010 census, the population of the city is 122,643. As of 2017, according to the Census Bureau, the population of Stamford had risen to 131,000, making it the third-largest city in the state (behind Bridgeport and New Haven) and the seventh-largest city in New England. Approximately 30 miles (50 kilometers) from Manhattan, Stamford is in the Bridgeport-Stamford-Norwalk Metro area which is a part of the Greater New York metropolitan area. Stamford is home to four Fortune 500 Companies, nine Fort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$246,563 to $387,483
Stamford, Connecticut area prices
were up 1.7% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020