Senior Private Banker
Core
Serves as a banking specialist for high net worth and ultra high net worth client relationships, providing deposit and lending expertise to simplify financial complexity and achieve client goals.
Role type
Senior Private Banker (Sales & Relationship Management)
Builds
Customized banking solutions and financial advice for ultra-affluent and inherited wealth clients
Domain
Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Sales and client relationship management, Credit underwriting and loan structuring, Financial statement analysis, Risk management and monitoring, CRM utilization, Business plan development, Cross-selling strategy, Regulatory compliance (S.A.F.E. Act)
Preferred skills
MBA degree, Experience in commercial or business banking, Specialized expertise in a specific banking area
Technologies
Microsoft Office (Word, Excel, PowerPoint, Access), CRM systems
Responsibilities
Prospecting and building a pipeline of high-net-worth clients, Managing overall client balance sheet including deposits and lending, Delivering sophisticated credit solutions and loan renewals, Collaborating with Wealth Management Advisors and Centers of Influence, Mentoring Private Banking associates, Ensuring service standards and risk policies are met
Seniority
Senior, hands-on IC with mentorship responsibilities