Professional Banking Relationship Advisor (Private Banking)

About the role

As a Professional Banking Relationship Advisor (Private Banking), you will provide high-level financial advice and services to select clients, helping them achieve their financial goals through personalized wealth management strategies.

Responsibilities

• Develop and maintain relationships with high-net-worth individuals and families
• Conduct thorough financial assessments and develop customized wealth management plans
• Provide ongoing financial planning and investment advice
• Manage client portfolios and monitor performance against established benchmarks
• Stay informed about market trends and regulatory changes impacting wealth management

Requirements

• Bachelor’s degree in finance, economics, or related field
• Minimum 3 years of experience in wealth management or banking
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and manage multiple priorities

Qualifications

• Series 7 and Series 66 licenses preferred
• Knowledge of wealth management software and tools
• Experience with financial modeling and analysis

Skills

• Financial analysis
• Client relationship management
• Investment strategy development
• Regulatory compliance

Benefits

• Comprehensive health insurance
• Retirement plan matching
• Flexible work schedule
• Professional development opportunities

Pay

• $80,000 - $100,000 annually

Schedule

• Full-time
• Monday through Friday, 9:00 AM - 5:00 PM