OverviewThe Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families. Works closely with wealth partners on new business development and client retention activities supporting the client service plan. Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Develops deep internal partnerships, and external centers of influence, to drive new client acquisition.
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Responsibilities- Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
- Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
- Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
- Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
- Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.
QualificationsBachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses
Required Skill(s): Credit underwriting skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
