Vice President

Our client is a well-established Connecticut-based bank with a strong presence in the private client and wealth management space. The bank is seeking an experienced Private Banker to drive business development and manage a portfolio of high-net-worth and ultra-high-net-worth clients. Key Responsibilities: Business Development: Source and acquire new private banking clients through networking, referrals, and strategic partnerships. Client Management: Serve as the primary relationship manager for HNW/UHNW clients. Provide tailored financial advice and proactive service. Investment Oversight: Coordinate investment strategy with internal portfolio managers or external advisors. Ensure portfolios align with client goals and risk profiles. Trust & Estate Services: Advise clients on trust structures, estate planning needs, and fiduciary services. Collaborate with in-house or external trust officers and legal advisors. Cross-Selling: Identify opportunities to introduce other bank products and services, including credit, lending, and commercial banking. Compliance & Risk: Maintain up-to-date knowledge of regulatory requirements. Ensure client activities and documentation are compliant with internal and external standards. Qualifications: Minimum 5 years of experience in private banking, wealth advisory, or related fields Proven track record of acquiring and managing HNW/UHNW relationships Strong understanding of investment management, trust services, and estate planning Deep network within the regional HNW client base FINRA Series 7/66 and/or applicable fiduciary licenses preferred Bachelor’s degree required; advanced degree or CFP/CFA designation a plus #J-18808-Ljbffr