Private Wealth Management - Private Banker
Core
Develop, manage, and retain full-service relationships with high-income/high net worth private banking clients, providing financial advice and counsel.
Role type
Senior Private Wealth Management Private Banker
Builds
High-net-worth client portfolios and financial strategies
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Relationship management, lending, sales, new business development, private banking product knowledge, credit processes, networking, analytical problem-solving, independent decision-making
Preferred skills
Advanced knowledge of PWM products, expert knowledge of private banking products, strong communication skills
Technologies
NMLS, S.A.F.E. Act, Regulation Z, FINRA, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act
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