Private Banker

4 weeks ago


New York, New York, United States IDB Full time
Job Summary

We are seeking a highly skilled Private Banker to join our team at IDB Bank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial solutions and advice.

Key Responsibilities
  • Identify and pursue new business opportunities with high net worth clients
  • Develop and implement customized financial plans to meet clients' needs
  • Provide ongoing financial advice and guidance to clients
  • Manage client relationships to ensure high levels of satisfaction and retention
  • Collaborate with internal teams to provide comprehensive financial solutions
Requirements
  • Bachelor's degree in Business or related field
  • 8+ years of experience in Private Banking or Wealth Management
  • FINRA Series 7 and 66/63 securities licenses (or ability to obtain)
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
What We Offer

IDB Bank offers a competitive salary and benefits package, including eligibility for incentive compensation, medical, dental, and vision plans, life and disability insurance, and retirement and savings plans with employer contributions.



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