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Private Banker Ii Jobs in Arizona

Pwm Partner Private Banker
By U.S. Bank National Association At , Scottsdale, 85254 $92,480 - $119,680 a year
Bachelor's degree, or equivalent work experience
Four to seven years of related experience
Thorough knowledge of departmental operations/policies and U.S. Bank products and services
Effective interpersonal, verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
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.

Are you looking for an exciting opportunity to join a dynamic team of Private Bankers? We are looking for a motivated and experienced Private Banker II to join our team and help our clients achieve their financial goals. As a Private Banker II, you will be responsible for providing comprehensive financial advice and services to high net worth individuals and families. You will be expected to develop and maintain strong relationships with clients, as well as identify and pursue new business opportunities. If you are looking for a challenging and rewarding career, this is the perfect opportunity for you!

Overview Private Banker II is a professional who provides financial advice and services to high net worth individuals and families. They are responsible for developing and managing relationships with clients, providing advice on investments, managing portfolios, and providing financial planning services. Detailed Job Description Private Banker II is responsible for providing comprehensive financial advice and services to high net worth individuals and families. They are responsible for developing and managing relationships with clients, providing advice on investments, managing portfolios, and providing financial planning services. They must be knowledgeable about the financial markets, investment products, and financial planning strategies. They must be able to analyze and interpret financial data and make recommendations based on their analysis. They must be able to communicate effectively with clients and other professionals. Job Skills Required
• Knowledge of financial markets, investment products, and financial planning strategies
• Ability to analyze and interpret financial data
• Excellent communication and interpersonal skills
• Ability to develop and maintain relationships with clients
• Ability to provide advice and recommendations based on analysis
• Ability to work independently and as part of a team
• Knowledge of banking regulations and compliance
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least 5 years of experience in a financial services role
• Professional certification such as CFP, CFA, or CPA
• Knowledge of banking regulations and compliance
• Excellent communication and interpersonal skills
Job Knowledge
• Knowledge of financial markets, investment products, and financial planning strategies
• Knowledge of banking regulations and compliance
• Knowledge of financial analysis and interpretation
• Knowledge of financial planning strategies
Job Experience
• At least 5 years of experience in a financial services role
• Experience in developing and managing relationships with clients
• Experience in providing advice and recommendations based on analysis
• Experience in working independently and as part of a team
Job Responsibilities
• Develop and manage relationships with clients
• Provide advice on investments, managing portfolios, and providing financial planning services
• Analyze and interpret financial data
• Make recommendations based on analysis
• Communicate effectively with clients and other professionals
• Ensure compliance with banking regulations and laws