Banker [Multiple Positions Available]

Job description

DESCRIPTION: Duties: Oversee the design, development, and delivery of strategic banking initiatives for sophisticated ultra-high net worth (UHNW) technology entrepreneurs. Independently source, develop, and cultivate new and manage existing relationships with UHNW technology industry clients by understanding their wealth management needs and providing targeted banking advice regarding proposed financial solutions that fulfill their personal and business needs in the short-, medium-, and long-term. Advise UHNW technology clients on their overall balance sheets, including asset allocation, investment management, wealth planning, credit, and banking needs, and drive a strategic and holistic goals-based planning approach. Partner with internal specialists to provide interdisciplinary expertise and to connect clients with all lines of business across the firm. Collaborate to develop cross lines of business programs and offerings for national technology industry vertical clients, inviting clients to all key events and sponsorships and facilitating the exchange of business referrals. Represent the Private Bank at key technology industry national conferences by spearheading organization of...