Job Description

Actively seeking a Private Banker for a very successful regional financial institution:

• Responsible for new business development, retention, and growth of high net worth client relationships. 
• Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
• Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

• Responsible for new business development, retention, and growth of medium to large size high net worth client relationships. 
• Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
• Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Job Requirements

• Bachelor's degree, or equivalent work experience
• 5+ years of experience in high net worth client wealth management activities
• Excellent relationship management, networking and business development skills
• Extraordinary talent for driving business
• Ability to partner with colleagues to identify and service unique clients needs
• Well-developed analytical and problem solving skills   
• Ability to make critical decisions independently

For further consideration towards this and/or other opportunities please inquire confidentially to [email protected] or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

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