High Net Worth Client Manager

3 weeks ago


Provo, Utah, United States BankTalent HQ Full time
About Us:
At BankTalent HQ, we recognize that our success comes from the dedication, experience, and talents of our diverse employee base. As a premier employer of choice, we're committed to providing our employees with the resources and support they need to succeed. Our Private Banking division offers a unique opportunity to work with high net worth clients and provide personalized financial solutions. We offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan with company match. With a competitive salary range of $80,000 - $120,000 per year based on experience, plus bonuses, you'll have the opportunity to grow your career and achieve your financial goals.

About the Job:
The ideal candidate will have a bachelor's degree and 4+ years of experience in lending, sales, banking products, and services or other directly related experience. You should have working knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products and services. Licenses in Series 7, Series 66, and State Life Health are preferred but not required. We're looking for someone who can display sound judgment in complicated client situations and has strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills. If you're a motivated individual who is passionate about delivering exceptional customer service, we encourage you to apply.

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