Subscribe in NewsGator Online   Subscribe in Bloglines

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.


Acceptable Use Policy
blog comments powered by Disqus

Videos


T&E eNewsletters

Wealth Watch

Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

Latest from Wealth Watch

View more from Wealth Watch.

Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

Latest from Tech. Review

View More from Technology Review.

Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

Latest from Conrad Teitell

View More from Conrad Teitell.

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

Press Releases

Browse Back Issues

What's new on
WealthManagement.com


Most Popular Stories

Follow us on Twitter