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 mike@scsacramento.com or call 916-850-2437.
All inquiries held in strict confidence. Thank you for your interest.
Private Banker II
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 experienc...
U.S. Private Bank - Private Banker - Associate
As a Private Banker Associate in the. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, ban...
Private Banker III - San Francisco
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 experienc...
Senior Private Banker
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interactio...
Private Banker - Director
Private Bankers develop, manage, and retain client relationships. ...
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 ...
CA-WA Private Mortgage Banker
Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, ...
Private Banker Associate
Participate in business development calls with Business Bankers/Relationship Managers and/or Preferred Bankers. Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking capabilities for businesses, grow d...
Private Banker III - San Francisco
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 ...
Private Banker
Actively seeking a Private Banker for a very successful regional financial institution:. ...