Private Wealth Management - Private Banker
About The Position
Private Wealth Management (PWM) Private Banking develops, manages, and retains full-service relationships with high-income and high-net-worth private banking clients. The Private Banker provides advice, counsel, and high-level customer service to meet clients’ financial needs, while supporting standards for managing net portfolios in compliance with banking regulations, policies, procedures, credit quality, and credit policy requirements. The position shares responsibility for soliciting, developing, managing, and retaining Private Wealth Management client relationships. The role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks. Failure to meet or maintain NMLS registration requirements may result in rescission of an offer or termination of employment.
Requirements
- Bachelor’s degree or equivalent work experience.
- Ten or more years of private wealth management experience in the financial services industry.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
- Strong relationship management and lending skills.
- Strong sales and new business development skills.
- Advanced knowledge of Private Wealth Management products and services.
- Expert knowledge of private banking products and services, including credit processes.
- Strong networking and business development skills.
- Ability to partner with clients to identify and service unique customer needs.
- Well-developed analytical and problem-solving skills.
- Ability to make critical decisions independently.
- Excellent presentation, verbal, and written communication skills.
Responsibilities
- Develop, manage, and retain full-service relationships with high-income and high-net-worth private banking clients.
- Provide advice, counsel, and high-level customer service to meet clients’ financial needs.
- Support compliant management of net portfolios in accordance with banking regulations, policies, procedures, credit quality, and credit policy requirements.
- Share responsibility for soliciting, developing, managing, and retaining Private Wealth Management client relationships.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
- Pension.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
