Wealth Management Private Banker
Wealth Management Private Banker
Posted on :
05-05-2025
Employer Active
1 Vacancy
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Job Description
About the organization
A wellestablished communityfocused financial institution headquartered in the Bay Area known for its personalized banking services and longstanding commitment to local communities. The organization offers a full range of financial products including personal and business banking mortgage lending and wealth management. It distinguishes itself through relationshipbased service local decisionmaking and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
TheWealth Management Private Bankerwill partner with branch managers & associates financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit lending and investment needs.
Role and Responsibilities
Minimum Qualifications
A wellestablished communityfocused financial institution headquartered in the Bay Area known for its personalized banking services and longstanding commitment to local communities. The organization offers a full range of financial products including personal and business banking mortgage lending and wealth management. It distinguishes itself through relationshipbased service local decisionmaking and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
TheWealth Management Private Bankerwill partner with branch managers & associates financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit lending and investment needs.
Role and Responsibilities
- Assess customer needs identify opportunities and provide the best advice to clients in conjunction with partners or independently in making financial recommendations that best fit the clients needs.
- Build and maintain an adequate pipeline of opportunities to meet and exceed goals.
- Establish a reputation of excellence and execution. Gain confidence with all partners by assessing needs to fully develop banking opportunities with their clients.
- Act as the subject matter expert for all branch inquires on products and services offered.
- Understand competitive environment and develop strategies to retain and win new business.
- Work with and communicate effectively with branch managersassociates and all partners.
Minimum Qualifications
- Minimum Bachelors Degree
- Minimum 3 years of financial services industry experience with a commercial investment or private bank
- Series 6 and 63 (or 66) securities licenses 7 preferred
- Proven business development in partnership with centers of influence is a must
- Very good understanding of local community needs andcommunity involvement is required
- Knowledge of credit products including residential mortgage products home equity lines of credit and commercial credit facilities
- Experience in understanding the financial needs of all types of clients
- Strong relationship building capabilities with clients branch managers and associates financial advisors commercial and residential loan officers and other product specialists
- Strong understanding of all banking and lending products including deposit and cash management products
- Ability to efficiently tactfully and professionally screen manage and/or decline transactions while maintaining client relationships
- Possess excellent business development and marketing skills and desire to consistently achieve top results
- Maintain poise presence and professionalism with affluent clients in the most difficult circumstances
- Detail oriented with strong organizational and analytical skills
- Possess excellent oral and written communication skills;exceptional presentation skills
- Ability to meet deadlines and manage client expectations
- Good collaboration skills in a teamoriented environment
- Completion of formal credit training strongly preferred
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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