Wealth Banking Services Private Banker
Hybrid · United States
Core
Develop, manage, and retain relationships with high-income/high net worth private banking clients, providing financial advice and counsel.
Role type
Senior Private Banker (Wealth Management)
Builds
High-net-worth client portfolios and financial solutions
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Private wealth management, relationship management, lending, sales, new business development, credit processes, networking, analytical skills, decision making
Preferred skills
None explicitly stated as preferred beyond basic qualifications
Technologies
NMLS, S.A.F.E. Act, Regulation Z
Responsibilities
Soliciting and developing client relationships, managing net portfolio, ensuring compliance with banking regulations and credit policies, providing high-level customer service
Seniority
Senior, hands-on IC