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Senior Private Banker Jobs

Uhnw Private Banker - Dallas, Tx
By Citi At , Dallas, Tx $225,000 - $300,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Uhnw Private Banker - Palo Alto
By Citi At , Palo Alto, Ca $225,000 - $300,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Private Banker - Director
By Deutsche Bank At , Los Angeles, Ca
We offer competitive health and wellness benefits, empowering you to value life in and out of the office
Educational Resources including College Coaching, Sponsorship [Tuition and Test Prep] Programs, and Student Loan Refinancing
Drive and motivation to meet targets coupled with very good sales and negotiation skills
Expansive knowledge of regional and local financial markets
Retirement Savings Plans, Parental Leave, and other family-friendly programs
Focus on new business development for target client segment ($10M - $25M investable assets)
Citi Private Bank - Hnw Banker - Svp
By Citi At New York, NY, United States
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Senior Business Banker- Central Nj
By Capital One At , Edison, 08817, Nj
Maintains up-to-date knowledge of competitors products and pricing in the market served.
Responsible for the proper pre-qualification, structuring, pricing, and exception-free closing on all loans in their assigned area.
High School Diploma, GED or Equivalent Certification
At least 2 years of Business Banking experience
5 years of Business Banking experience
Develops and maintains the company's relationships with contacts/customers to maintain and expand business.
International Private Bank- Banker Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $150,000 - $160,000 a year
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Three plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Private Banker 4 Jobs
By Hancock Whitney At , Plano, 75024, Tx
Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence
10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking required.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth Management segments
Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools
CFP, CWS or similar wealth management industry designation or the ability to obtain within 24 months of hire is preferred
Citi Private Bank - Latam - Junior Banker
By Citi At , Miami, Fl $175,000 - $250,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
Private Banker Jobs
By Morgan Stanley At , Miami, 33131, Fl
Partner with FAs to provide advice and potential cash management and lending solutions to clients
Develop and implement product marketing strategies with Branch Management and FA team
Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
Senior Business Banker (Lakewood, Nj Office)
By Metropolitan Commercial Bank At , Lakewood, Nj $125,000 - $200,000 a year
Minimum 7 years of experience in Business Banking; new business development, deal structuring, underwriting, and portfolio management.
Preferred experience, education, and qualifications:
Manage sourced credit portfolio, monitor credit quality and integrity.
Adhere to the Bank's credit policies, guidelines and applicable regulatory requirements.
Attend courses and lectures to maintain and improve credit skills.
Prior experience excelling working with traditional middle market C&I companies as a commercial lender and new business development officer.
U.s. Private Bank - Private Banker - Vice President
By JPMorgan Chase & Co. At San Antonio, TX, United States
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Six plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
U.s. Private Bank - Private Banker - Associate
By JPMorgan Chase Bank, N.A. At , San Francisco, Ca $150,000 - $160,000 a year
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Three plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Uhnw Private Banker - Phoenix
By Citi At , Phoenix, Az $225,000 - $300,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Senior Banker Jobs
By Nova Capital Global Markets At , New York, 10168, Ny

This position is located in Mid-Town Manhattan and only serious candidates will be contacted.

Associate Private Banker Jobs
By Morgan Stanley At Philadelphia, PA, United States
Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Minimum of 3 years of experience with an investment, commercial or private bank
2 years of client service, business development and/or Sales Desk experience
Experience in understanding the financial needs of all types of clients
Bachelor’s degree preferred, or relevant work experience

Are you looking for an exciting new opportunity to use your expertise and experience in private banking? We are looking for a Senior Private Banker to join our team and help us provide our clients with the best possible service. As a Senior Private Banker, you will be responsible for managing a portfolio of high net worth clients, providing them with tailored financial advice and solutions. You will also be responsible for developing and maintaining relationships with clients, as well as identifying and pursuing new business opportunities. If you are a motivated and experienced professional, this could be the perfect job for you!

Overview A Senior Private Banker is responsible for providing high-level financial advice and services to affluent clients. They are responsible for managing and growing a portfolio of clients, providing tailored advice and solutions to meet their financial goals. Senior Private Bankers must have a deep understanding of the financial markets and products, and be able to provide clients with the best advice and solutions to meet their needs. Detailed Job Description A Senior Private Banker is responsible for providing high-level financial advice and services to affluent clients. They are responsible for managing and growing a portfolio of clients, providing tailored advice and solutions to meet their financial goals. Senior Private Bankers must have a deep understanding of the financial markets and products, and be able to provide clients with the best advice and solutions to meet their needs. They must be able to develop and maintain strong relationships with clients, and be able to identify and capitalize on opportunities to increase client assets. Senior Private Bankers must be able to analyze and interpret financial data, and be able to provide clients with comprehensive financial plans. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with clients
• Knowledge of financial markets and products
• Ability to analyze and interpret financial data
• Ability to develop comprehensive financial plans
• Ability to identify and capitalize on opportunities to increase client assets
• Ability to work independently and as part of a team
• Proficient in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• 5+ years of experience in private banking
• Professional certifications such as CFA or CFP preferred
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of financial markets and products
• Knowledge of banking regulations and compliance
• Knowledge of financial analysis and interpretation
• Knowledge of financial planning
Job Experience
• 5+ years of experience in private banking
• Experience in developing and maintaining strong relationships with clients
• Experience in analyzing and interpreting financial data
• Experience in developing comprehensive financial plans
• Experience in identifying and capitalizing on opportunities to increase client assets
Job Responsibilities
• Manage and grow a portfolio of clients
• Provide tailored advice and solutions to meet clients’ financial goals
• Develop and maintain strong relationships with clients
• Analyze and interpret financial data
• Provide clients with comprehensive financial plans