Senior Private Banker
Core
Develops, manages, retains, and grows profitable banking relationships with high-net-worth clients while providing expert service and personalized interaction to meet complex balance sheet management needs.
Role type
Senior Private Banker (Lead Relationship Manager)
Builds
High-net-worth client portfolios and complex credit/tax structures
Domain
Banking / Wealth Management / Credit
Deliverable
client delivery
Required skills
relationship management, business development, financial planning, credit strategy, deal team leadership, risk management, strategic planning, data analysis, regulatory compliance
Preferred skills
none stated
Technologies
none stated
Responsibilities
Develops and executes business plans to grow banking revenue; leads deal teams to meet client needs; manages retention and expansion of client relationships; develops relationships with client professional advisors; makes recommendations to senior leaders on strategy; conducts independent analysis to resolve strategic issues; develops and negotiates complex credit strategies; ensures adherence to policies, regulations, and risk frameworks.
Seniority
Senior, hands-on IC with strategic influence