About the position
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
Responsibilities
• Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
• Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
• Conduct regular reviews and deepen client engagement to achieve growth targets.
• Lead a team of wealth management experts to deliver tailored financial solutions.
• Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
• Actively participate in community events to enhance visibility and attract new prospects.
• Ensure adherence to all compliance training and regulatory requirements.
Requirements
• 5+ years in private banking and/or wealth management.
• Strong understanding of wealth management and planning concepts.
• Expertise in consumer and commercial credit structuring and lending practices.
• Proven track record in business development and client acquisition.
• Bachelor's Degree.
Nice-to-haves
• CFP, CFA, CPA, and/or JD.
• Preferred licenses: Life and Health Insurance.
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Apply Now