Private Wealth Management - Private Banker
About The Position
The Private Banker works in Private Wealth Management (PWM) Private Banking, developing, managing, and retaining full-service relationships with high-income and high-net-worth clients. The role provides financial advice, counsel, and high-level customer service to meet clients’ financial needs. It supports management of net portfolios in compliance with banking regulations, policies and procedures, credit quality standards, and credit policy requirements. The position shares responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. Failure to meet or maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record, 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.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable criminal background and credit check requirements.
Nice To Haves
- 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 management of net portfolios in compliance with banking regulations, policies and procedures, credit quality, and credit policy requirements.
- Share responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management.
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 of 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
