Job Description
Job Description
Actively seeking a Private Banker for a very successful regional financial institution :
- Responsible for new business development, retention, and growth of high net worth client relationships.
- Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
- Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Job Requirements
- Bachelor's degree, or equivalent work experience
- 5+ years of experience in high net worth client wealth management activities
- Excellent relationship management, networking and business development skills
- Extraordinary talent for driving business
- Ability to partner with colleagues to identify and service unique clients needs
- Well-developed analytical and problem solving skills
- Ability to make critical decisions independently
For further consideration towards this and / or other opportunities please inquire confidentially to
or call 916-850-2437. All inquiries held in strict confidence. Thank you for your interest.
Private Banker
Actively seeking a Private Banker for a very successful regional financial institution:. ...
US Private Bank - Fund Banker - San Francisco, CA
Morgan Private Bank platform * Responsible for the development of new and existing business and cultivating Deposit, Lending, and Investment relationships * Partnering with Private Bankers to deepen fund relationships and introduce founders, CEO, CFOs, CIOs, and Fund employees to...
Private Banker
...
Private Banker II
Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client ...
Experienced Private Bankers - Canada and Americas
AP Executive is seeking experienced Private Bankers for leading banking institutions in Canada, the USA, and the Bahamas. Ideally, your client base will consist of UHNW individuals from North and South America, though our international banking clients are open to considering bankers with AUM from ot...
Private Banker - Director
Private Bankers develop, manage, and retain client relationships. ...
Experienced Private Bankers - Canada and Americas
AP Executive is seeking experienced Private Bankers for leading banking institutions in Canada, the USA, and the Bahamas. Ideally, your client base will consist of UHNW individuals from North and South America, though our international banking clients are open to considering bankers with AUM from ot...
Branch Manager The Heights
Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Cons...
Executive Director of Career Center Associate Dean of Students (0299U) 25050
Executive Director of Career Center Associate Dean of Students (0299U) 25050. The Executive Director provides vision and strategic leadership for campus-wide comprehensive career services which serve all undergraduate and graduate students as well as alumni at the University of California, Berkeley...
Branch Manager
Establishes, facilitates, and maintains proactive communications with the Regional Branch Manager, other departments, and branches. Ensures branch facility, branch equipment, and software is up to date and ready to serve the membership; contacts appropriate parties for any maintenance, service, and ...