Lead Private Wealth Banker
Wells Fargo · US
Wells Fargo is seeking a Lead Private Wealth Banker to advise High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on banking solutions aligned to th...
Job description
About this role: Wells Fargo is seeking a Lead Private Wealth Banker to advise High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on banking solutions aligned to their overall financial objectives. This role is accountable for the client’s end‑to‑end credit experience and is responsible for delivering, constructing, and implementing customized banking and deposit strategies. The Lead Private Wealth Banker serves as a senior banking partner within an integrated Wealth Management team. Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Lead complex initiatives to develop new and manage existing High Net Worth client relationships with broad impact and act as key participant in large scale planning for Wealth Management Banking Work as part of a Wealth team that utilizes and integrated planning approached to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to create, enhance, and maintain client wealth Review and analyze complex custom credit and deposit strategies and solutions to clients that require in depth evaluation of multiple factors including intangibles or unprecedented fact...