Private Banker

3 days ago

Santa Rosa, California, United States AppleOne Employment Services Full time
Private Banker Job Description

At AppleOne Employment Services, we are seeking a skilled Private Banker to join our team. As a Private Banker, you will be responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections.

Key Responsibilities:
  • Client Relationship Management: Serve as the primary point of contact for all assigned private banking clients, introduce yourself to new clients, and ensure they feel welcomed.
  • Client Interaction Cadence: Maintain annual contact with all clients in your portfolio, engage with active clients on a quarterly basis, and provide extra attention to the top 10% of your clients.
  • Client Growth & Retention: Identify and nurture opportunities to deepen client relationships, increase balances, and expand services utilized, proactively monitor and address situations where client balances may drop, and implement strategies to retain business.
Requirements:
  • 6+ years of experience in private banking or financial services
  • Bachelor's degree, or equivalent work experience
  • Proven experience in private banking or high-net-worth client relationship management
  • Strong communication and interpersonal skills
  • Ability to build and maintain relationships with clients at all levels of wealth
  • Detail-oriented and able to manage a large portfolio of clients effectively

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