Job Description

Job Title: Private Banker

Job Overview:

We are seeking a highly skilled and personable Private Banker to join our wealth management team. The Private Banker will be responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial advice, investment solutions, and personalized banking services. This role requires exceptional relationship-building skills, a deep understanding of financial markets, and a commitment to delivering superior client service.

Responsibilities:

• Build and maintain strong, long-term relationships with high-net-worth clients.
• Develop customized financial plans and investment strategies to meet the unique needs and goals of clients.
• Manage a portfolio of clients, providing regular reviews and updates on investment performance.
• Identify and pursue new business opportunities to expand the client base.
• Collaborate with internal partners, including investment advisors, tax specialists, and trust officers, to provide comprehensive wealth management services.
• Monitor financial markets and economic trends to provide informed advice and insights to clients.
• Ensure compliance with regulatory requirements and internal policies in all client interactions.
• Prepare and present regular financial reports and account reviews to clients.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.

Qualifications:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 5+ years of experience in private banking, wealth management, or a similar client-facing role.
• Strong knowledge of financial products, investment strategies, and wealth management services.
• Proven track record of building and maintaining client relationships.
• Excellent communication, presentation, and interpersonal skills.
• Ability to understand complex financial needs and provide tailored solutions.
• Proficiency in financial analysis and portfolio management.
• Professional certifications (e.g., CFP, CFA) are a plus.
• Strong ethical standards and a commitment to client confidentiality.

Disclaimer:

As a platform committed to connecting top talent with the right roles, this job posting is exclusively available through Augment Jobs' proprietary job board.

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