Actively seeking a Private Banker for a very successful regional financial institution. Responsible for new business development, retention, and growth of high net worth client relationships. Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Bachelor's degree, or equivalent work experience. 5+ years of experience in high net worth client wealth management activities. Excellent relationship management, networking and business development skills. Extraordinary talent for driving business. Ability to partner with colleagues to identify and service unique clients needs. Well-developed analytical and problem solving skills. Ability to make critical decisions independently.
For further consideration towards this and/or other opportunities please inquire confidentially to mike@scsacramento.com or call 916-850-2437. All inquiries held in strict confidence. Thank you for your interest.
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