About the role
Overview
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.
What You’ll Do
- Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
- Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
- Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
- Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
- Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
- Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
- Compliance: Ensure adherence to all compliance training and regulatory requirements.
Requirements For Success
- 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.
Preferred Professional Designations
CFP, CFA, CPA, and/or JD.
Life and Health Insurance.
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Exempt
- Ready to take your career to the next level? Apply now and become a vital part of our team!
- We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.