Senior Private Banker

4 weeks ago


San Francisco, United States First Citizens Bank Full time

Senior Private Banker

As a Senior Private Banker, you will be responsible for acquiring and managing High Net Worth (HNW) client relationships to provide credit, depository, and wealth management solutions. You will work closely with wealth management partners to ensure a superior client experience.

  • Client Acquisition: Utilize sales and marketing techniques to acquire new HNW clients, develop internal and external networks, and represent the bank in the community and markets served.
  • Portfolio Management: Manage a portfolio of HNW clients with complex credit and deposit solutions, monitor performance, and ensure compliance with standards.
  • Sales Responsibility: Sell appropriate credit, depository, and wealth management solutions through consultation and teamwork, while providing guidance to less experienced associates.
  • Relationship Development: Establish and maintain relationships with HNW clients to identify sales opportunities and provide ongoing client service.
  • Collaboration: Work closely with wealth partners to support the client experience and engage with specialists to deliver additional wealth management products and solutions.

Qualifications:

  • Bachelor'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
  • The base pay for this position is generally between $163,000 and $250,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
  • First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.


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