Private Banker
Core
Coordinates integrated delivery of wealth products and services (investments, borrowing, risk management, estate planning) to high net worth clients through holistic financial planning.
Role type
Senior Private Banker (IC)
Builds
Production financial plans, loan structures, and client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, lending services, loan structuring, credit analysis, risk management, consultative sales, regulatory compliance
Preferred skills
CFP, CWS, or similar wealth management designation
Technologies
Sales management tools
Responsibilities
Develop and grow high-net-worth client portfolios, generate external sales and new client relationships, provide lending services and negotiate loan terms, analyze financial statements for credit approval, monitor loan portfolios for credit quality, cross-sell wealth management products, and maintain compliance with regulatory guidelines.
Seniority
Senior, hands-on IC