Private Banking Officer II
Core
Manage financial lives of affluent to high net worth clients ($1.5-5M assets) by developing tailored plans, generating new business, and expanding client relationships.
Role type
Private Banking Officer II (IC)
Builds
Tailored financial plans, credit relationships, and client portfolios
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, sales and prospecting, financial analysis, lending practices, product recommendation, team collaboration, leadership
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, manage, retain, and expand client relationships; Generate new business and secure new client relationships; Make sales calls and engage in call planning; Monitor and manage client credit relationships; Identify and recommend products and services; Develop working relationships with credit underwriting team; Participate in community and professional activities; Provide leadership within the private banking team; Accept special project assignments