[Fredslist] Fwd: [big_red_bulletin] Private Banking Job Opportunity

[Corey Bearak]

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Begin forwarded message:

From: Jennie Berger 
Subject: Fwd: [big_red_bulletin] Private Banking Job Opportunity
Date: March 28, 2013 10:25:56 PM EDT


Our Private Banking team at US Trust, Bank of America Private Wealth Management, is looking to hire a Client Sales and Service Officer. We focus on developing high net worth relationships with individuals and families in the areas of credit/lending, asset management, trust and estate planning, and banking services. Our practice specializes in working with professional sports team owners, real estate developers/owners, hedge fund managers, families in the art world, and institutional non-for-profit organizations. 

The Client Sales and Service Officer supports the Private Client Advisor and Private Client Manager. Responsibilities of the position include servicing of accounts, banking and investment account opening, assisting with servicing existing loans and closing new loans, compliance monitoring, presentation preparation, problem resolution, and administrative functions. This job also entails daily client interaction and identifying potential sales opportunities from existing clients. Excellent written and oral communication skills, attention to detail, organization and time management are a must. 1-3 years work experience preferred.

Please email resumes to marc.a.perna at ustrust.com




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