Wealth Banking Services Private Banker
Core
Develop, manage, and retain relationships with high income/high net worth private banking clients, providing advice and counsel to meet their financial needs.
Role type
Senior IC private banker
Builds
Client relationships and portfolio management
Domain
Financial services / Private wealth management
Deliverable
client delivery
Required skills
Private wealth management, relationship management, lending, sales, new business development, credit processes, networking, business development, analytical skills, problem-solving, decision-making
Preferred skills
None explicitly stated as preferred beyond the basic qualifications
Technologies
None explicitly stated
Responsibilities
Soliciting, developing, managing, and retaining client relationships; providing advice and counsel to meet client financial needs; managing net portfolio in compliance with banking regulations and policies
Seniority
Senior, hands-on IC