Private Banking Director jobs in Connecticut

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.
  • 9 Days Ago

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Medical Receptionist/Front Desk
  • Private
  • UNKNOWN, CT FULL_TIME
  • WE ARE LOOKING FOR AN EXPERIENCED FULL TIME RECEPTIONIST IN OUR FAIRFIELD AND TRUMBULL LOCATIONS WITH MULTIPLE PSYCHIATRIC PROVIDERS. DUTIES WOULD BE NAVIGATING OUR ELECTRONIC MEDICAL RECORDS SYSTEM, ...
  • 10 Days Ago

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U.S. Private Bank – Private Banker – Executive Director
  • JPMorgan Chase
  • 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 ...
  • 2 Months Ago

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Private Caregiver
  • Private Caregiving Services
  • Bethel, CT PART_TIME
  • Job Summary:We are seeking compassionate and dedicated Caregivers to provide exceptional care and support to individuals with developmental disabilities. As a Caregiver, you will play a vital role in ...
  • 9 Days Ago

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Bank customer support
  • Lloyds Banking Group
  • Stamford, CT FULL_TIME
  • Description JOB TITLE : Customer Support SALARY : £23,500 LOCATION(S) : Grantham and covering our friendly Sleaford and Stamford branches HOURS : 35 hours a week, including some Saturdays WORKING PATT...
  • 7 Days Ago

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State Intern
  • State of Connecticut - Department of Banking
  • Hartford, CT INTERN
  • Introduction The State of Connecticut, Department of Banking (DOB) is recruiting for a State Intern, with the Securities and Business Investments Division.� WHAT WE CAN OFFER YOU Competitive starting ...
  • 11 Days Ago

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Financial Planning - Consulting
  • Kaufman Hall
  • Chicago, IL
  • Financial Planning The Organization We help society’s foundational institutions—healthcare and higher education—to achie...
  • 6/2/2024 12:00:00 AM

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Investment Associate - Corporate Private Credit
  • Arena Investors, LP
  • New York, NY
  • Our company is a leading investment firm that creates risk-adjusted returns for its investors across a wide variety of f...
  • 6/2/2024 12:00:00 AM

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Vice President, Analytics and Strategy
  • Ariat International
  • San Leandro, CA
  • About the Role The Vice President, Analytics and Strategy leads and consults on key initiatives and projects for the bra...
  • 6/2/2024 12:00:00 AM

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Director Origination
  • Piper Maddox
  • Origination Professional (Director or VP level Welcome) - Trading // FinTech // Green // ERCOT Piper Maddox is working e...
  • 6/2/2024 12:00:00 AM

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Director, Global Private Wealth
  • Deerpath Capital
  • Chicago, IL
  • Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt ...
  • 6/2/2024 12:00:00 AM

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Associate Director
  • Optima Partners
  • Los Angeles, CA
  • Optima Partners is looking for an Associate Director within the San Francisco or Los Angeles Office, to have senior over...
  • 6/2/2024 12:00:00 AM

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Strategic Finance Director
  • Amae Health
  • Who We Are: Amae Health is creating the standard of care for people with severe mental illness. We’re on a mission to de...
  • 6/2/2024 12:00:00 AM

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Sr. Analyst, Strategy
  • Building Products Company
  • Greenwich, CT
  • As a Senior Analyst in the strategy group, you will play a pivotal role in shaping the future direction and success of o...
  • 6/2/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$231,111 to $363,210

Private Banking Director in Colorado Springs, CO
Private banking forms a more exclusive (for the especially affluent) subset of wealth management.
January 05, 2020
Private Banking Director in Saint Cloud, MN
At least until recently, it largely consisted of banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.
January 14, 2020
Private Banking Director in Chillicothe, OH
Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments.
December 02, 2019