Private Banker

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Private Bankers coordinate the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management, insurance, estate planning & trust services which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and generates new business. ESSENTIAL DUTIES & RESPONSIBILITIES: - Develops and grows a portfolio of important revenue generating client relationships - Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth Management segments - Generate external sales with new clients and sc...