David Jaeger, MBA, CWS®

Examiner
DISC Type : cs

Private Bank Relationship Manager, VP Key Private Bank at Key Private Bank

New York City Metropolitan Area, United States

Overview

David is a Vice President and Private Bank Relationship Manager at Key Private Bank, specializing in business development and establishing sustainable client relationships. A Certified Wealth Strategist® with an MBA from the University of New Haven, he is described by others as a hardworking and confident problem-solver who makes sound business decisions.

He is deeply involved in his community, having been appointed by the Mayor as a Commissioner for the Norwalk Transit District and previously serving as a Norwalk Councilman. A fan of UCONN basketball, he also enjoys spending quality time with his family, such as taking father-son trips.

Unique fact: He was appointed by the Mayor of Norwalk, CT to serve as a Commissioner for the citys transit district.

Personality Overview

Status Quo Seeker

Tough To Convince

Unexpressive

They are thorough and always follow a systematic approach.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Wealth Strategy
He is a Certified Wealth Strategist® and his career is focused on private banking and wealth management for clients.
Community & Civic Duty
Serves as a Mayoral-appointed Commissioner for the Norwalk Transit District and was previously a Norwalk Councilman.
Team Leadership
His experience includes training, coaching, and developing team members to promote future growth and repeat business.

Media Appearances

David has no verified media appearances

Work History

10-2021
Private Bank Relationship Manager, VP Key Private Bank at Key Private Bank
12-2019
Commissioner (Volunteer) at Norwalk Transit District
4-2015 - 10-2021
Private Banker, Vice President at People's United Bank, N.A.
1-2013 - 4-2015
Associate Private Banker, Assistant Vice President at People's United Bank, N.A.
2010 - 1-2013
Ambassador (Volunteer) at Greenwich Chamber of Commerce

Education

2007 - 2009
MBA from University of New Haven
1998 - 2002
BS from Sacred Heart University

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Private Bank Relationship Manager, VP Key Private Bank at Key Private Bank
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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