Description
The Private Banker will guide prospective clients through their financial lives, develop new relationships, acquire new assets, and manage existing loan and depository portfolios. The role provides holistic financial advice covering asset allocation, investment management, wealth planning, credit, and banking needs while maintaining risk controls and regulatory compliance. It requires at least ten years of Private Banking or Financial Services experience, a bachelor’s degree, proven sales success, strong business acumen, and an established professional network.
