Private banker

Job Summary:

We are looking for Private Bankers with an established book of business to support the bank’s strategic growth in one of our primary regions. We are hiring for NYC (Midtown Manhattan). Leverage expertise in wealth management and financial advisory to cater to the client, their family and business. Manage overall client relationship profitability and portfolio risk, and assume responsibility for profitable growth of the portfolio. Private Bankers provide financial solutions by utilizing the capabilities within the bank as well as those of the outside providers.

Essential Duties & Responsibilities:

Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship
Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services
Building the balance sheet and P & L of their team
Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments
Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs
Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals
Work closely with Private Banking Assistants to serve client accounts effectively and efficiently
Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.

Minimum Requirements:

Bachelor's Degree in Business
8 + years’ experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management
FINRA Series 7. 66/63 securities licenses are a plus but not required
Proven experience with deposit gathering
Understanding of underwriting for business loans and real estate loans
Knowledge of Federal lending regulations
Strong understanding of banking, brokerage and lending products
Experience in understanding the financial needs of High Net Worth clients
Excellent business development and marketing skills
Ability to meet deadlines and manage expectations
Excellent written and verbal communication skills

Private banker

Job Summary:

Essential Duties & Responsibilities:

Minimum Requirements:

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