Private Banking Consultant
2 days ago
We are seeking a skilled Private Banking Consultant to join our team at City National Bank. In this role, you will work closely with high net worth clients to understand their financial goals and objectives, developing customized financial plans and investment strategies to help them achieve their goals.
The ideal candidate will have a minimum of 10 years of experience in private banking or wealth management, with a proven track record of success in building strong relationships with high net worth clients. They will also possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced team environment.
Key Responsibilities:
- Meet with high net worth clients to understand their financial goals and objectives
- Develop and implement comprehensive financial plans, including investment strategies and credit facilities
- Work closely with Private Bankers to ensure seamless delivery of client services
- Monitor client financial information, ensuring timely and effective communication with risk areas and colleagues
Requirements:
- Bachelor's degree or equivalent
- Minimum 10 years of experience in private banking or wealth management
- FINRA Series 7 and 63 and 65 or 66 licenses
- Excellent communication and interpersonal skills
Estimated Salary: $120,000 - $200,000 per year, depending on experience and qualifications.
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