Private Banker II

3 weeks ago


New York, New York, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled Private Banker II to join our Wealth Management team. As a key member of our team, you will be responsible for developing and maintaining relationships with high net worth clients, providing customized banking solutions, and driving business growth.

Key Responsibilities
  • Client Acquisition: Acquire new clients through various sales and marketing techniques, providing tailored banking solutions to meet their needs.
  • Portfolio Management: Manage a portfolio of high net worth clients, offering complex credit and deposit solutions, and ensuring compliance with regulatory standards.
  • Sales and Relationship Development: Sell appropriate banking solutions to clients, develop deep relationships, and identify new sales opportunities.
  • Collaboration and Teamwork: Work closely with wealth partners to deliver exceptional client service, leveraging community visibility and external relationships to drive new business opportunities.
Requirements
  • Bachelor's degree and 8 years of experience in financial services relationship management, or equivalent combination of education and experience.
  • Valid Series 7, 63, and 65 or 66 licenses.
  • Strong credit underwriting skills and ability to work in a fast-paced environment.
About First Citizens Bank

First Citizens Bank is a leading financial institution with over 100 years of experience. We offer a comprehensive benefits program, competitive compensation, and opportunities for professional growth and development.


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