Private Banking Manager jobs in Stamford, CT

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

Recently Added Private Banking Manager jobs

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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.
  • 28 Days Ago
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Business Banking Relationship Manager
  • Webster Bank
  • Stamford, CT FULL_TIME
  • 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, business...
  • 2 Months Ago
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Cleaner
  • Aware Manager
  • Stamford, CT FULL_TIME,PART_TIME
  • Cleaner We are looking for a Cleaner to take care of our facilities and carry out cleaning and maintenance duties. The goal is to keep our building in a clean and orderly condition. Responsibilities C...
  • 24 Days Ago
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Assistant Financial Controller
  • Banking Circle US
  • STAMFORD, CT FULL_TIME
  • Assistant Financial Controller Banking Circle US is a fully clouded, scalable financial infrastructure provider building the first and only real-time clearing and settlement network globally. Our miss...
  • 6 Days Ago
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Business Analyst (IT)
  • Banking Circle US
  • STAMFORD, CT FULL_TIME
  • At Banking Circle US, we want to make an impact that pioneers the industry and creates instant value for our clients. Banking Circle US is building a fully clouded, scalable financial infrastructure p...
  • 1 Month Ago
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Summer Camp Counselor
  • Private Club
  • Wilton, CT FULL_TIME
  • Job Summary:We are seeking a dedicated Camp Counselor to join our team and provide a fun and safe environment for children at our summer camp. The ideal candidate will have a passion for working with ...
  • 6 Days Ago
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0 Private Banking Manager jobs found in Stamford, CT area

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Advisor Engagement Specialist - Assistant Vice President
  • icapitalnetwork
  • Greenwich, CT
  • iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed h...
  • 4/23/2024 12:00:00 AM
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GTS Program Manager
  • U.S. Bank
  • New York, NY
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 4/22/2024 12:00:00 AM
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Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
  • Department Of The Treasury
  • Norwalk, CT
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM
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Financial Planning Sr Associate
  • Citizens
  • Tarrytown, NY
  • Description Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, C...
  • 4/22/2024 12:00:00 AM
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Treasury Analyst
  • Louis Dreyfus Company
  • Wilton, CT
  • Company Description Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span...
  • 4/21/2024 12:00:00 AM
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Internal Revenue Agent (Excise Tax Specialist - Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • White Plains, NY
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM
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Director of Finance
  • Planned Parenthood Hudson Peconic
  • Elmsford, NY
  • Job Description Job Description Position Summary: This position, which reports to the Chief Financial Officer, is respon...
  • 4/20/2024 12:00:00 AM
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Treasury Analyst
  • Tryfacta, Inc
  • White Plains, NY
  • About us: Tryfacta is a leading, nationally renowned Workforce Management Solution provider for private and public secto...
  • 4/19/2024 12:00:00 AM
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About Stamford, Connecticut

Stamford (/ˈstæmfərd/) is a city in Fairfield County, Connecticut, United States. According to the 2010 census, the population of the city is 122,643. As of 2017, according to the Census Bureau, the population of Stamford had risen to 131,000, making it the third-largest city in the state (behind Bridgeport and New Haven) and the seventh-largest city in New England. Approximately 30 miles (50 kilometers) from Manhattan, Stamford is in the Bridgeport-Stamford-Norwalk Metro area which is a part of the Greater New York metropolitan area. Stamford is home to four Fortune 500 Companies, nine Fort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$205,372 to $292,440
Stamford, Connecticut area prices
were up 1.7% from a year ago
View detail

What does a Private Banking Manager do?

Private Banking Manager in Chicago, IL
A wealth manager for high net-worth individuals and families, needs to learn how to identify and analyze challenges these clients face, and understand how to develop specific strategies to minimize tax, monetize and protect assets, maximize growth and transfer wealth.
December 16, 2019
Private Banking Manager in Rockford, IL
That’s why the RBC Private Banking model provides you with a private banker, supported by a dedicated private banking associate and a manager of credit structures.
November 27, 2019
Private Banking Manager in Rock Hill, SC
And Europe cracked down on tax evasion, driving clients to pull tens of billions of dollars out of Switzerland and forcing private banks there to seek new pockets of wealth.
January 01, 2020