private banker

Karim Consultancy

The Role
 We are partnering with an established investment firm based in DIFC, Dubai, currently expanding its Private Banking and Wealth Management platform. The firm provides a comprehensive suite of investment solutions across discretionary portfolio management, structured products, corporate finance, and cross-border wealth structuring. This opportunity is tailored for senior bankers looking to transition from traditional banking environments into a more entrepreneurial, performance-driven platform with strong long-term upside. You will be responsible for developing and managing your own client portfolio, leveraging the firm’s platform, product offering, and infrastructure. Key responsibilities include: • Managing and growing a portfolio of HNW / UHNW clients • Driving new client acquisition and revenue generation • Delivering tailored investment solutions across asset classes • Building a sustainable and scalable client franchise Compensation • Fixed salary • Highly attractive revenue-sharing model (up to 50% of net generated revenue) • Significant long-term earning potential based on performance
 
Requirements
 Profile Requirements • 10–20+ years of experience in Private Banking / Wealth Management • Proven track record with HNW / UHNW clients • Existing portable client book (mandatory) • Strong international / offshore exposure • Entrepreneurial mindset with strong commercial drive • Willingness to relocate to Dubai Coverage (multiple hires) • Asia / Greater China / Singapore • South Asia • UK & Europe • Location: DIFC, Dubai, UAE Note: This role is best suited for bankers seeking a high-performance environment with revenue-based upside and greater autonomy. It is not a traditional fixed-heavy banking position.
 
About the company
 Based in the vibrant city of Dubai, KARIM is your premier partner for sourcing top-tier talent in the financial and IT sector. With extensive experience in recruiting for financial and IT roles both locally and internationally, we specialize in connecting exceptional professionals with leading companies in Dubai's thriving financial market. At KARIM, we understand the critical importance of finding the right talent to drive success. Our tailored approach and global perspective ensure that we match the best candidates with the unique needs of each client, delivering unparalleled results. Whether you're an institution seeking top-tier talent or a skilled professional looking to advance your career in Dubai, KARIM is here to help you achieve your goals. Let us be your trusted partner in navigating the dynamic landscape of the Dubai financial and IT market. Connect with us today to explore how we can elevate your recruitment experience and propel your business or career to new heights.

Senior Private Banker / Wealth Manager

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com . 
 
In this role you will:<ul><li>
Participate in soliciting residential mortgages from various sources</li><li>
Produce high quality jumbo loans which are compliant and provide excellent customer service</li><li>
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources</li><li>
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market</li><li>
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans</li><li>
Understand real estate appraisals, title reports, and real estate transactions</li><li>
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs</li><li>
Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk</li><li>
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication</li><li>
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education</li></ul>
Desired Qualifications:<ul><li>
Basic Microsoft Office skills</li><li>
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Mortgage industry experience
</li><li>Knowledge and understanding of sales prospecting and generating referrals
</li><li>Customer service experience</li><li>
Experience working with high net-worth clients</li></ul>
Job Expectations:<ul><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
Completion of formal position specific training programs</li><li>
Reliable transportation</li><li>
Ability to work nights, weekends, and/or holidays as needed or scheduled</li></ul>
Bellevue, WA $20.82/hour 
 
#LI-MF4 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$0.00 - $0.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
14 May 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Private Mortgage Banker

JPMorganChase

<div>JOB DESCRIPTION 
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase&rsquo;s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities<ul>
<li>Shares the value of Chase Private Client with clients that may be eligible</li>
<li>Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs</li>
<li>Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs</li>
<li>Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week</li>
<li>Adheres to policies, procedures, and regulatory banking requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li>
<li>1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation</li>
<li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role</li>
<li>Compliance with Dodd Frank/Truth in Lending Act*</li>
<li>High school degree, GED, or foreign equivalent</li>
<li>Adherence to policies, procedures, and regulatory banking requirements</li>
<li>Ability to work branch hours, including weekends and some evenings
</li></ul>Preferred qualifications, capabilities, and skills<ul>
<li>Excellent communication skills</li>
<li>College degree or military equivalent</li>
<li>Experience cultivating relationships with affluent clients</li>
<li>Strong team orientation with a commitment of long-term career with the firm</li></ul>
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

Private Client Banker - Worth Branch - Worth IL

Private Client Banker - Kent Main Branch - Kent, WA

Private Client Banker - Cherry Grove - Cincinnati, OH

Sunflower Bank

<div>At Sunflower Bank, N.A., we&rsquo;re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it&rsquo;s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker in Tomball, TX!
Customer Service experience is a MUST
Cash Handling experience is a MUST
Banking experience is a plus but not required- WILL TRAIN!
Excellent Benefits, PTO, Incentive Pay, and company perks!
This full-time position works 40 hours per week.
Description:
The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.
If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!
Responsibilities:<ul><li>
Perform full service banking with a primary focus on sales and service to new and existing customers within the branch, with the ability to perform cash transactions, open or update accounts, and provide information on other products and services.</li><li>
Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.</li><li>
Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.</li><li>
Provide information to customers regarding promotions, contests, and new account options.</li></ul>
Education / Experience Preferred:<ul><li>
High School Diploma or equivalent.</li><li>
An equivalent combination of education and experienced may meet qualifications</li></ul>
Pay is dependent on knowledge, skills, abilities, experience and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:<ul><li>
401(k) Plan with 6% Match</li><li>
Health/Dental/Vision Insurance</li><li>
Company-paid Life Insurance</li><li>
Tuition Reimbursement</li><li>
Fitness Reimbursement</li><li>
Paid Time Off</li><li>
Volunteer Leave</li><li>
Paid Holidays</li><li>
Plus many more employee perks &amp; incentives!</li></ul>
People choose to &ldquo;bank&rdquo; with us, but for those we serve, we&rsquo;re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team. 
If you qualify, apply online at www.sunflowerbank.com/careers. 
You&rsquo;ve never worked anyplace like Sunflower Bank! 
EOE/AA: Minorities/Females/Disabled/Vets 
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. 
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.</div>

Universal Banker

Peapack Private Bank & Trust

<div>Position Overview:

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects&rsquo; expectations in every interaction. They must adopt and live our core principals and display actions reflecting &ldquo;Clients First&rdquo; and &ldquo;One Team&rdquo; principles daily.

Key Responsibilities:
<ul>
<li>Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.</li>
<li> Effectively learn the most current branch technology and can encourage clients to use the technology offered. Must learn to introduce clients to the available technology and educate them on the ease of usage.</li>
<li>Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships.
</li><li>Actively participate in ongoing training and regular sales meetings.</li>
<li>Understand partner&rsquo;s roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client&rsquo;s and prospects.
</li><li>Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications.</li>
<li>Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.</li>
<li>Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.</li>
<li>Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.</li>
<li>Ensure all work is processed and proof at days end.</li>
<li>Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service. Strive to provide exemplary service by anticipating client needs when promoting the bank&rsquo;s products and services</li>
<li>Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.</li>
<li>Must comply with all internal policies and external regulations. Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in real situations.
</li><li>Stay current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.</li>
</ul>
Qualifications:
<ul>
<li>High School diploma or GED</li>
<li>Must be flexible to work within our banking hours:</li>
<li><ul><li>M, T, W, F from 8:30am to 5pm</li>
<li>Th from 8:30am to 6pm</li>
<li>Sat from 8:30am to 12pm</li>
</ul></li><li>Customer experience in Retail or Hospitality preferred, Banking experience a plus</li>
<li>Ability to go the extra mile to fulfill a clients&rsquo; needs</li>
<li>Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment</li>
<li>Willing to grow and work in an environment where feedback is willingly given and received</li>
<li>Proactively takes initiative to improve customer experience and team efficiency</li>
<li>Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization</li>
<li>Possesses intellectual curiosity to learn the Banks&rsquo; products, procedures and services</li>
<li>Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations</li>
<li>Willing to dress and behave in a professional manner</li>
</ul>
Required:
<ul>
<li> Maintain customer files</li>
<li>Notary Public commission</li>
<li>Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients</li>
</ul>
Benefits Overview:

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $41,556 to $48,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note: Incentives and/or benefits packages may vary depending on the position.</div>

Universal Banker II

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