Private Banker II

5 days ago


Boston, Massachusetts, United States First Citizens Bank Full time
Job Summary

As a Private Banker II at First Citizens Bank, you will play a critical role in supporting the growth and profitability goals of our Wealth Management division. You will be responsible for developing relationships with high net worth individuals and families to provide customized banking solutions and wealth management services.

Key Responsibilities
  • Client Acquisition: Acquire new clients for Wealth Management through various sales and marketing techniques, providing customized banking solutions based on client needs.
  • Portfolio Management: Manage a portfolio of high net worth clients, providing complex credit and deposit solutions, monitoring performance, and ensuring compliance with applicable standards.
  • Sales Responsibility: Sell appropriate credit, depository, and wealth management solutions through consultation and teamwork, providing guidance to less experienced associates and assisting with special projects.
  • Relationship Development: Establish and maintain relationships with high net worth clients, monitoring their financial situation and identifying new sales opportunities.
  • Collaboration: Work closely with wealth partners to support the client experience, engaging with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions.
Requirements
  • Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.
  • 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.
  • Possess valid Series 7, 63 & 65 or 66 licenses.
  • Credit underwriting skills.
About First Citizens Bank

First Citizens Bank is a leading financial institution with over 100 years of experience, serving customers in 18 states and the District of Columbia. We are committed to helping our customers achieve a lifetime of success, with a focus on providing exceptional service and support.


  • Head of Ventures

    1 month ago


    Boston, Massachusetts, United States Nexthink Full time

    Join our team at Nexthink, the leader in digital employee experience management softwareWe are looking for a dynamic Head of Nexthink Ventures to be a key player in implementing our corporate growth strategy. In this role, you will be immersed in our product and the evolving SaaS industry landscape, forging strategic relationships to identify prime M&A...


  • Boston, Massachusetts, United States Boston University Full time

    Want to be at the cutting edge of research and innovation on a vibrant, dynamic campus shaping the future of education? Were seeking applicants with diverse skills and experience to join the Boston University Information Services & Technology (IS&T) community. Our Infrastructure Operations team is looking for Network Operations Engineer II. This position...


  • Boston, Massachusetts, United States TravelNurseSource Full time

    About the PositionWe are working with Coast Medical Service to find a qualified Psychiatric Registered Nurse (RN) for a travel nursing opportunity in Massachusetts.Job RequirementsBLS (Basic Life Support) certificationCPI (Crisis Prevention Institute) trainingCore Mandatory Part I ExamCore Mandatory Part II (Nursing) ExamCore Mandatory Part III ExamFL...


  • Boston, Massachusetts, United States Boston University Full time

    Want to be at the cutting edge of research and innovation on a vibrant, dynamic campus shaping the future of education? Were seeking applicants with diverse skills and experience to join the Boston University Information Services & Technology (IS&T) community. Our Infrastructure Operations team is looking for Network Operations Engineer II. This position...


  • Boston, Massachusetts, United States TravelNurseSource Full time

    About the PositionTravelNurseSource is working with Coast Medical Service to find a qualified Dialysis RN for a nationwide travel nursing opportunity.Job RequirementsACLS certification is required for onboarding.Core Mandatory Part II (Nursing) Exam is a necessary requirement.Dialysis RN Exam is a mandatory assessment.Dialysis RN Skills Checklist is a...

  • Travel Nurse RN

    4 days ago


    Boston, Massachusetts, United States TravelNurseSource Full time

    About the PositionWe are working with Coast Medical Service to find a qualified PACU/Pre-Post Op RN for a travel nursing opportunity in Boston, Massachusetts.Job RequirementsAdvanced Cardiovascular Life Support (ACLS)BLS CertificationCore Mandatory Part I ExamCore Mandatory Part II (Nursing) ExamCore Mandatory Part III ExamFL Education AttestationNIHSS...


  • Boston, Massachusetts, United States KCR Full time

    Job SummaryWe are seeking a highly skilled and experienced Clinical Research Associate to join our team at KCR. As a Clinical Research Associate, you will be responsible for performing site visits and monitoring activities in accordance with protocol, GCP/ICH Guidelines, and other applicable requirements.Key ResponsibilitiesPerform site visits and monitoring...

  • Registered Nurse

    2 weeks ago


    Boston, Massachusetts, United States TravelNurseSource Full time

    Position OverviewTravelNurseSource is collaborating with Coast Medical Service to identify a skilled ER/Trauma Registered Nurse.Compensation DetailsWeekly Pay: $2,502About Coast Medical ServiceCoast Medical Service is a prominent nationwide staffing agency specializing in travel nursing and allied healthcare roles. We are dedicated to delivering an...

  • Registered Nurse

    2 weeks ago


    Boston, Massachusetts, United States TravelNurseSource Full time

    Position OverviewTravelNurseSource is collaborating with Coast Medical Service to identify a skilled ER/Trauma Registered Nurse.Compensation DetailsWeekly Pay: $2,502About Coast Medical ServiceCoast Medical Service is a renowned travel nursing and allied healthcare staffing agency, committed to delivering an exceptional traveler experience for both seasoned...

  • Head of Ventures

    4 weeks ago


    Boston, Massachusetts, United States Nexthink Full time

    Company DescriptionNexthink is the leader in digital employee experience management software. The company provides IT leaders with unprecedented insight allowing them to see, diagnose and fix issues at scale impacting employees anywhere, with any application or network, before employees notice the issue. As the first solution to allow IT to progress from...


  • Boston, Massachusetts, United States Boston University Full time

    Want to be at the cutting edge of research and innovation on a vibrant, dynamic campus shaping the future of education? Were seeking applicants with diverse skills and experience to join the Boston University Information Services & Technology (IS&T) community. Our Information Security team is looking for a Compliance Analyst. About the Role: Step into the...


  • Boston, United States U.S. Bancorp Full time

    Wealth Banking Services (WBS) Private Banking is responsible for developing, managing, and retaining relationships with high income/high net worth private banking clients. Provides advice, counsel, and high-level customer service to meet the financia Banking, Wealth, Banker, Private, Business Development, Service


  • Boston, United States The Cranberry Country Chamber of Commerce Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...


  • Boston, United States Bank of America Full time

    Private Client Advisor II Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being...


  • Boston, United States H&P Executive Search Full time

    H&P are partnered with a middle market, technology specialist Private Equity Fund who are looking to hire an Associate for their head office in Boston.This is a great opportunity for an M&A investment banker to make the move into the buy side, or for an existing buy side analyst / associate to move into a new and exciting tech fund with fantastic growth...


  • Boston, United States H&P Executive Search Full time

    H&P are partnered with a middle market, technology specialist Private Equity Fund who are looking to hire an Associate for their head office in Boston.This is a great opportunity for an M&A investment banker to make the move into the buy side, or for an existing buy side analyst / associate to move into a new and exciting tech fund with fantastic growth...


  • Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth...


  • BOSTON, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth...


  • Boston, United States Citizens Full time

    Job DescriptionDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens...

  • Retail Banker II

    7 days ago


    Boston, United States TD Bank Full time

    Work Location: 535 Boylston Street Hours: 40 Pay Details: $24.50 - $33.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon...


  • Boston, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Boston, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • 2025 Tax Staff I

    4 weeks ago


    Boston, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools...

  • 2024 Tax Staff I

    4 weeks ago


    Boston, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools...

  • 2025 Tax Staff I

    1 week ago


    Boston, United States EisnerAmper Full time

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to...

  • Tax Senior Associate

    3 months ago


    Boston, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...


  • Boston, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Analyst

    3 weeks ago


    Boston, United States HSBC Full time

    As an Analyst, you will directly participate in Originating & Executing tailored lending solutions for new/existing customers, to facilitate Financial Sponsor (also known as Private Equity) led Leveraged Buy-Out (LBO) transactions. Mid-Market Financial Sponsors (MMFS) group bankers structure the debt facilities, coordinate the due diligence process, obtain...


  • Boston, United States Bullhorn Full time

    For the past 25 years, Bullhorn has dedicated itself to building industry-leading, cloud-based software for the staffing and recruitment industry. Led by the original co-founder, partnered with private equity, and powered by seasoned leaders across a global workforce with an eye toward innovation, Bullhorn has had year over year growth, making it the...

  • Epidemiologist I/II

    3 weeks ago


    Boston, United States DelDOT Full time

    Introduction Make a Difference with DHSS Our mission at the Department of Health and Social Services (DHSS) is to improve the quality of life of Delaware citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations. We prioritize personal and family independence by assisting individuals and families...


  • Boston, United States State Street Corporation Full time

    Who we are looking for The Global Funds Management ("GFM") team within State Street Global Advisors drives sound fund oversight programs across our funds and services. GFM's Valuation Oversight Team is looking for a Private Investments Valuation Analyst to execute and own the valuation processes for private and complex securities held across our funds and...