Senior Private Banker
Core
Develops, manages, and grows profitable banking relationships with high-net-worth clients while designing complex balance sheet management solutions.
Role type
Senior Private Banker (Wealth Sales & Service)
Builds
Personal and commercial credit portfolios, customized financial planning strategies, and complex credit structures for high-net-worth individuals.
Domain
Private Banking / Wealth Management / Credit & Lending
Deliverable
client delivery
Required skills
relationship management, business development, financial planning, credit strategy, risk management, strategic planning, negotiation, data analysis, regulatory compliance
Preferred skills
deal team leadership, cross-group collaboration, operational program execution, training and support
Technologies
banking products, regulatory frameworks (Regulation Z, G, S.A.F.E. Act), credit qualification systems
Responsibilities
Develop and execute business plans to grow banking revenue; act as lead relationship manager for deal teams; provide integrated and customized financial advice; negotiate complex credit strategies and pricing; manage risk and minimize losses through monitoring; ensure adherence to legal, ethical, and regulatory requirements; contribute to portfolio profitability through expense control and pricing practices.
Seniority
Senior, hands-on IC with strategic influence