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Wealth Management Private Banker

Company: California Bank
Location: Pleasanton
Posted on: November 11, 2018

Job Description:

The Wealth Management Private Banker manages the overall banking relationship of high net worth clients at XXX Bank. The banker will be responsible for maintaining and building a book of business. They will partner with branch managers & associates, financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit, lending and investment needs. Ideal candidate must have as strong COI and be well networked.

Role and Responsibilities

--- Assess customer needs, identify opportunities and provide the best advice to clients, in conjunction with partners or independently.
--- Build and maintain an adequate pipeline of opportunities to meet and exceed goals.
--- Leverage internal partners to meet clients unique financial needs.
--- Become an expert in all Fremont Bank products and services.
--- Understand competitive environment and develop strategies to retain and win new business.
--- Work collaboratively with branch managers, associates and all partners.

Minimum Qualifications
--- Bachelor's Degree preferred
--- Minimum 3 years of financial services industry experience with a commercial, investment or private bank
--- Series 6 and 63 (or 66) securities licenses required. Series 7 preferred
--- Knowledge of credit products including residential mortgage products, home equity lines of credit and commercial credit facilities
--- Experience in understanding the financial needs of all types of clients
--- Strong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialists
--- Strong understanding of all banking and lending products including deposit and cash management products
--- Ability to efficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining client relationships
--- Possess excellent business development and marketing skills and desire to consistently achieve top results
--- Maintain poise, presence and professionalism with affluent clients in the most difficult circumstances
--- Detail oriented with strong organizational and analytical skills
--- Possess excellent oral and written communication skills; exceptional presentation skills
--- Ability to meet deadlines and manage client expectations
--- Good collaboration skills in a team-oriented environment
--- Completion of formal credit training strongly preferred

Keywords: California Bank, San Francisco , Wealth Management Private Banker, Executive , Pleasanton, California

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