Private Banker

1 month ago

Beverly Hills, United States Brandon Consulting Associates, Inc. Full time
Job DescriptionJob DescriptionJob Description

Leverage expertise in wealth management and financial advisory to cater to the client, their family and business. Manage overall client relationship profitability and portfolio risk, and assume responsibility for profitable growth of the portfolio. Private Bankers provide financial solutions by utilizing the capabilities within the bank as well as those of the outside providers.

Responsibilities

Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship

Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services

Building the balance sheet and P & L of their team

Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments

Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs

Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals

Work closely with Private Banking Assistants to serve client accounts effectively and efficiently

Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.

Qualifications

Bachelor's Degree in Business

8 + years' experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management

FINRA Series 7. 66/63 securities licenses are a plus but not required

Proven experience with deposit gathering

Understanding of underwriting for business loans and real estate loans

Knowledge of Federal lending regulations

Strong understanding of banking, brokerage and lending products

Experience in understanding the financial needs of High Net Worth clients

Excellent business development and marketing skills

Ability to meet deadlines and manage expectations

Excellent written and verbal communication skills

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