Wealth Management Private Banker

Business Sales Development

• Acquire new clients through referrals, networking and targeted marketing.
• Actively engage in community and professional events to enhance visibility, build relationships and attract new client business.
• Host clients, COI’s and prospects at bank events to strengthen client relationships and promote new business opportunities.

Client Relationship Management

• Develop and maintain long-term relationships with high-net-worth clients.
• Serve as the main point of contact for client’s financial needs and inquiries
• Understand client’s financial goals and coordinate with the appropriate internal partners to provide customized financial advice and solutions.

Portfolio Management

• Manage high net worth consumer and business clients, ensuring alignment with financial needs and goals.
• Conduct comprehensive financial needs assessments and provide tailored solutions across banking, borrowing and investment products.
• Schedule and conduct portfolio reviews for all business and consumer clients documenting updates and follow up actions.
• Achieve a defined percentage growth in deposits, loans and investments.
• Exceed all assigned sales and referral targets.

Operations and Compliance

• Ensure adherence to all regulatory and internal compliance requirements in all sales activities.
• Ensure all broker dealer compliance/attestation/annual compliance certifications are completed in a timely manner.
• Ensure all required bank compliance training and expense reports are completed in a timely manner.

• Bachelor’s degree required.
• Minimum 5 years of experience in branch private banking.
• Demonstrated success in business development by cultivating and leveraging relationships with center of influence to generate new client business.
• Strong knowledge of local community needs and demonstrated commitment to community involvement are required.
• Demonstrates strong relationship building skills with clients, branch managers & associates, and other internal partners to deliver comprehensive financial solutions.
• Strong knowledge of all banking, investment, and both consumer and business lending products and services.
• Excellent interpersonal, communication, and presentation skills. Strong time management and organizational skills.
• Licenses: Series 6 and 63 (or 66) securities licenses required, Series 7 preferred.