Key Private Bank Market Leader
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About The Position
Reporting to the Key Private Bank Regional Executive, the Key Private Bank Market Leader (KPB ML) directly manages the Private Banking sales team and indirectly manages the support teams to drive business results. The Private Banking team consists of Investment Solutions Specialists, Relationship Managers, Trust Officers, Portfolio Managers, Financial Planners and support staff. Managing the financial performance of the Private Banking sales teams, the KPB ML is accountable for the delivery of exceptional sales results, the execution of a disciplined sales culture, and the coaching and development of a high performing sales team. The KPB ML leads the Private Bank sales team to provide comprehensive, integrated investment, trust, banking, and planning solutions for generations of high net worth individuals and their families. Through a team-based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth. Private Bank clients consist of: (1) Ultra Wealth - Individuals with $10MM + in Investable Assets and/or $15MM in Net Worth; (2) Core Wealth - Individuals with $1MM Investable Assets or $2MM in Net Worth; and (3) Emerging Wealth - Individuals less than 45 years old with either $250K in Household Income or $500,000 in Investable Assets.
