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Jan 24, 2006 12:00 PM
Job 5914: Sr. Private Banker (Private Client Services)
Location City: Los Angeles, Century City
Location State: CA
Base Salary: 110-140K + 15-25% Bonus
Position Responsibilities: Successful candidate
will manage full-service banking relationships with high net worth
customers and oversee a portfolio of highly complex accounts. They
will consult with customers regarding financial needs, recommending
products and services, including credit structures. Individual will
prepare loan packages for credit review and underwriting. They will
open and service accounts within authorized limits and ensure
records/files are maintained within policy guidelines. Also
responsible for analyzing financial, tax and credit needs of
customers, monitors customers' changing needs and recommending
appropriate strategies and products. Candidate will cross sell
products and services for existing clients, develops new business
relationships through interaction with external resources, and keep
informed of changing market conditions. Incumbents will have an
in-depth knowledge of product array, excellent sales/relationship
management skills and a track record showing consistent strong
performance. Individual will contribute by providing training and
guidance to less experienced Private Bankers.
Education and Certifications/Licenses: Bachelors, CFA, CFP
a plus
Mandatory Minimum Qualifications: 10 years experience in
private banking dealing with HNW clients.
Additional Comments: Small office of a large bank.
Office run like a small business. Great team work and personal
mentoring provided to less experienced bankers. Be part of a
sucessful team that is providing excellent services to
clients.
Benefits: Std.
Overnight Travel: Limited
Relocation Assistance: No
Special Note: Please respect our recruiting members' time
by only replying to positions where your experience meets the
qualifications specified. Due to the large volume of responses we
receive we regret we are unable to respond to every
applicant.
To apply for this Job: please send your resume to <blackhawk@nbn-jobs.com> and
reference the job number.
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