Private Banking Officer II
Core
Manage financial lives of affluent and high net worth clients ($1.5-5M assets) by developing tailored plans, generating new business, and retaining relationships.
Role type
Private Banking Officer II (Senior IC)
Builds
Tailored financial plans, credit portfolios, and client relationships for affluent individuals and families.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, sales, financial analysis, lending practices, product recommendation, negotiation, portfolio management
Preferred skills
Series 7, 63, Group 1 Insurance, Property and Casualty Insurance, Certified Financial Planner, Certified Wealth Strategist, credit training
Technologies
Microsoft Office
Responsibilities
Develop and manage client relationships; generate new business and secure new client relationships; make sales calls and plan strategies; monitor and manage client credit relationships; recommend products and services; collaborate with underwriting and other business lines; participate in community activities; provide leadership within the team.
Seniority
Mid-Senior level, hands-on IC