Private Banker Resume Samples

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B Stiedemann

Brad

Stiedemann

61178 Larson Drive

Houston

+1 (555) 643 4759

61178 Larson Drive

Houston

Phone

p +1 (555) 643 4759

Experience Experience

Boston, MA

Private Banker

Boston, MA

Cassin, Zieme and O'Connell

Boston, MA

Private Banker

Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice
Provide product feedback to product managers to generate FA productivity improvements and product enhancements
Develop a network of referral sources that will drive loan, deposit and income growth through business development activities
Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs
To act as backup for other Private Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking opportunities with their clients

Detroit, MI

Private Banker APB

Detroit, MI

Auer Inc

Detroit, MI

Private Banker APB

Create lead referrals for financial and estate planning and call on specialists to assist
Relating and networking
Manage portfolio of clients from a business and risk perspective
Manage high risk customer accounts with the credit team
Assist in communication with the client to support managing the referral listings, support reduction in credit risk
Authenticate client requests to access Flexi Reserve funds on their home loans before sending for processing
Action credit reports or listings by contacting clients to rectify excess amounts

present

Houston, TX

Senior Private Banker

Houston, TX

Quigley and Sons

present

Houston, TX

Senior Private Banker

present

Financial Management- Effectively manage revenues, expenses and asset quality
Perform sales activities to develop new relationships with high-net-worth clients
Work collaboratively to develop new business opportunities and proactively share insights and ideas to all deal team members
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Develop and maintain highly effective working relationships with all business partners
Create, maintain and execute a Client Account Plan for each High Priority connection
Exceptional banking and relationship management background

Education Education

Bachelor’s Degree in Professionalism

The University of Kansas

Bachelor’s Degree in Professionalism

Skills Skills

Good PC skills including knowledge of word processing and spreadsheet applications
Basic knowledge of Personal and Commercial credit and non-credit products
Working knowledge of Private Banking, and applicable personal and commercial credit and non-credit products
Working knowledge of the Commercial Healthcare and Professionals Industry Programs
Demonstrates ability to present self very professionally and courteously at all times
Displays a professional presence within professional and community organizations
Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Focus on client retention and client profitability

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15 Private Banker resume templates

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Private Banker Resume Examples & Samples

The Banker’s primary responsibility is for maintaining and further developing a book of existing business consisting of High Net Worth clients focused on the Italian market
Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor)
Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced
Ensure that the proposed products and services maximize the client’s needs, goals and objectives
The candidate’s performance will be measured by objectives using specific financial and client satisfaction objectives
Previous business development experience including cold calling to develop new client relationships is essential
Previous experience in Private Banking working with High Net Worth individuals and families is desirable
Strong analytical and quantitative skills
Proactive and target driven
Ability to demonstrate excellent negotiating skills
University degree or equivalent is required
Approved to provide investment advice to private clients

Private Banker Resume Examples & Samples

Enables the delivery of Wealth Management Solutions/Services, leads client discovery, responsible for the development of client financial strategy, ensures continuity of the client experience, knows and cares for client and family, and ongoing monitoring
Coordinates HNW professionals as required
Oversees relationship pricing; first point of contact and overall responsibility for problem resolution
Acts as an educator to provide clients with required knowledge to make informed decisions
Fluency (written and verbal) in French and English preferred
Thorough understanding of HNW financial sales and ability to execute
Knowledge of Wealth Advisory financial solutions and Wealth Management Discovery

Private Banker Resume Examples & Samples

University education with ideally a recognized financial qualification
Strong knowledge of the wealth management industry with at least 5 years of experience in advising High Net Worth Clients
Excellent communication and proven client management skills
Strong client acquisition, retention and business development skills
Fluency in English and relevant local language skills subject to the respective country teams
LI-AS1

Private Banker Resume Examples & Samples

Initiate outbound calls to Financial Advisors (FAs), Private Bankers (PBs), Associate Private Bankers (APBs) and regional management of MSWM to discuss sales opportunities, product enhancements, product adoption and other items as needed
Proactively support sales and marketing campaigns through outbound call initiatives
Act independently in making financial recommendations on banking and lending products to the FAs
Provide the best banking and lending financial advice to clients in conjunction with FAs
Identify cross-sell opportunities to generate leads for Private Bankers
Partner with assigned Private Banker providing direct and backup support as necessary
Establish a reputation of execution and excellence to gain confidence of FAs and Private Bankers to fully develop the banking opportunities with their clients
Adhere to established distribution process to realize established revenue, product and FA / client satisfaction goals, consistent with providing sound financial banking and lending advice
Collaborate with Region Manager on initiatives supporting the region
Provide product feedback to product managers to generate FA productivity improvements and product enhancements
Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Provide temporary coverage to Private Bankers out of the office when needed
Minimum of 7 years experience with an investment, commercial or private bank
5 years of client service, business development and/or Sales Desk experience
B.A. degree or equivalent
Series 7 and 66 licenses required to be obtained within 90 days of employment
Travel of 25-50% may be required
Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products & commercial credit products
Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Software proficiency (e.g., Word, Excel, PowerPoint)
Demonstrate positive initiative, leadership and comfort working in a fast paced environment

Private Banker Resume Examples & Samples

Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products and commercial credit facilities
Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment
Strong understanding of the suite of all Banking & Lending products including deposit and cash management products
Detail orientation with strong organizational and analytical skills
Possess excellent oral and written communication skills. Exceptional presentation skills

Private Wealth Management Private Banker Resume Examples & Samples

Experience in understanding the financial needs of all types of clients
Completion of formal credit training strongly preferred
BA preferred
Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Ability to understand the financial needs of the retail brokerage clientele
Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
Ability to train Financial Advisors on product suite
Ability to meet deadlines and manage Financial Advisor and client expectations

Private Banker Resume Examples & Samples

Extensive experience in working with and/or leading client teams and transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Able to multi-task and prioritise
Turkish speaking candidates preferred
FSA registration preferred

HNW Private Banker Resume Examples & Samples

Client facing experience, preferably in the financial services industry. Strong knowledge of banking, credit and investment products
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Licensing: series 7, 63 and 65 or 66
BA plus relevant financial services experience required

Private Banker Resume Examples & Samples

Positive attitude, self-motivated and good work ethics
Current experience in managing high net worth clients preferred
Additional language skills: Mandarin, Cantonese, etc. may be an asset

Private Banker Resume Examples & Samples

At least 7-10 years experience in UHNW Private Banking or Investment/Corporate Banking, specifically covering the MENA UHNW market
Proven knowledge of the Egyptian Private banking market (preferably having lived and worked in Egypt) with strong relationships to UHNW clientele in Egypt
Extensive experience in selling sophisticated products, services and wealth planning structures, based on client needs
Fluent English & Arabic (written and spoken)
CFA or equivalent an advantage

Private Banker Resume Examples & Samples

Personal
Proactive and creative
Resourceful and skilled at juggling multiple priorities
Open and flexible; thrives in seizing and creating opportunities in a team environment
Interpersonal skills
Ability to influence and persuade others

Senior Private Banker Resume Examples & Samples

Business Development - Excellent business development and networking skills with a proven sales record and the ability to attract new clients and expand existing relationships. Development and implementation of local marketing plans/team action plans
Manage a loan and deposit portfolio consisting of high net worth individuals, directly focused on opportunities involving loans and deposits, while assisting in the identification of other client needs and making appropriate referral to Private Bank partners through the Regional Managers
Ensure profitable growth of the banking and lending portfolio through retention of existing clients and expansion of existing relationships through anticipation of changing client needs
Expand existing portfolio through new client acquisitions by proactively identifying prospective clients, preparing presentations, following up on contacts, and playing an instrumental role in the procurement of Private Bank products and services
Through effective profiling and as part of the client/relationship team, examine client/prospect’s overall financial requirements, assist with the development and execution of action plans to effectively match the client’s /prospect’s needs with the Bank’s products and service capabilities
Participate in community and business activities at a leadership level to enhance the image of Harris in an effort to retain and build upon existing and new business within the market
Prepare appropriate and timely documentation of customer calls and prospecting activities as required
Operates in a standard office environment, but position requires occasional local travel and work during non-standard business hours
10+ years of applicable experience, including significant experience in the high net worth market
Thorough knowledge of all products, services, and capabilities of the Bank
Broad knowledge of all facets of Wealth Management
Effective negotiation skills

Private Banker Level Resume Examples & Samples

Undergraduate University degree or equivalent job-related experience
Basic knowledge of Personal and Commercial credit and non-credit products
Discretionary Personal & Commercial credit limits for Private Banking transactions (refer to Appendix A)
The successful candidate must be fluent in Mandarin
Basic experience in planning conversations
Working sales and client service skills

Senior Private Banker Resume Examples & Samples

5 to 7 years banking experience
Working knowledge of Personal and Commercial credit and non-credit products
RISR qualified
3 to 5 years of presenting planning strategies, including 1 to 3 years experience using financial planning software
Analytical thinking in a systematic way and developing solutions
Expert relationship management skills to effectively manage relationships across multiple levels of the organization, across lines of business, across various BMO Financial Group partners, and with non-BMO contacts and sources
Able to work independently, resolving complex or ambiguous issues or situations

Private Banker Resume Examples & Samples

Risk Management- Exhibit and apply solid understanding of risk management policies and procedures, adhere to compliance, audit and regulatory requirements. Effectively monitor and manage own loan and deposit portfolio, as well as oversight for team member portfolios when appropriate; to continually ensure performance and quality. Advise appropriate senior management of potential risks and deteriorating portfolios
Conduct and participate in regular relationship reviews of high potential clients with other client/relationship team members
Particpate in credit seminars from time to time to keep current on credit issues
Responsible for technical expertise of Private Banking team, as well as management oversight of the team’s credit and deposit portfolio

Private Banker Resume Examples & Samples

Client Relationship Management
Accountable for the quality of opportunity, quality of information obtained to support decisions, and the profitability of each relationship managed
Provide superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor
Apply relationship management principles and techniques to an assigned portfolio of clients and to prospects, providing a unique, value-added client experience in the development of integrated financial solutions to meet client needs
Provide proactive, integrated and customized advice, and create and implement planning strategies to help clients achieve their financial and personal goals
Maintain strong knowledge and understanding of financial planning principles, incorporating this approach into each client's personal financial situation in the development and implementation of planning strategies to help clients achieve their financial and personal goals
Demonstrate a consultative and collaborative selling approach in customer conversations, acting as a lead or a secondary member of a client deal team in the facilitation of the desired BMO Harris Private Banking client experience and to achieve business goals
Manage the transition of clients to and from the portfolio using defined processes
Business Delivery
Recommend plans for and work to achieve annual performance objectives and results for business and personal growth
Provide day-to-day training and support to other banking personnel. Training and support may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes
Use financial planning skills to effectively apply financial planning concepts against each client's personal and financial situation
Maintain up-to-date knowledge and understanding of banking products, processes, and relevant legal, regulatory and technology requirements
Contribute to the assigned portfolio's profitability through strict control of non-interest expense items and profitable pricing practices for credit and non-credit products and services
Provide timely and effective problem resolution, escalating customer issues as necessary
Maintain effective relationships with Private Banking Officers, Professional Services Managers and other deal team partners to build a collaborative working environment that focuses on client needs and the delivery of the desired client experience
Risk Management and Control
Protect the Bank's assets by adhering to all policies and procedures, lending processes, legal and ethical requirements and regulations, audit requirements, and established risk guidelines. Ensure all business is in conformity with Bank Policies and other guidelines
Respond to questions and resolve issues raised on assigned portfolio, through audits and quality checks to ensure lending decisions are adequately documented, clearly communicated and followed
Manage risk and minimize losses through monitoring and control reports, ensuring compliance requirements audits and verifications are completed in accordance with Bank Policies & Procedures and all legal, regulatory and ethical requirements
Document and follow-up on any discrepancies to procedures, with significant operational risk and escalate
Adhere to Know Your Customer standards, policies and procedures for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements
Adhere to all aspects of First Principles our code of business conduct and ethics, including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
Mitigate risks identified and make credit recommendations and decisions that are in accordance with sound credit-granting principles and in compliance with the Bank's philosophy and principles as outlined in Corporate Risk Policy as well as appropriate supporting policies and procedures
Exercise individually held unilateral discretionary limits, as well as any held prescribed approval discretionary limits, ensuring credit decisions and recommendations are in accordance with sound credit-granting principles and in compliance with the Bank's policies and related procedures; completing analysis; confirming security valuations; completing and approving credit applications for authorizations under Consumer or Commercial lending policies
Liaise with or escalate to appropriate BMO Harris Private Banking partners and leadership and Credit early in the process when significant deteriorating trends are evident, working with them to engage other BMO specialty roles or Collections/SAMU as appropriate to ensure Bank assets are adequately protected
Respect the Bank's credit process and is accountable for proper structuring of credit transactions, for provision of accurate and complete data to the credit system, for ensuring appropriate investigation to minimize risk to the Bank, and for the quality of credit granting and loan documentation
Business Development
Develop a 12 to 18 month rolling plan to achieve targets
Work in a deal team environment with other professionals using planning based approach to develop, maintain and execute an ongoing growth and retention strategy for clients within the portfolio. When acting a lead relationship manager, assemble and lead deal team participation of professionals appropriate to client needs
Continuously look for ways to enhance the BMO Harris Private Banking and BMO Financial Group presence in the marketplace by crafting innovative business development strategies and work closely with other BMO Harris Private Banking and BMO Financial Group professionals in support of their business development activities
Develop profitable new business leads through extensive external networks. Act as an ambassador to assist BMO Financial Group in enhancing its marketplace presence and growing its services in the community
Provide a strong level of understanding of the financial services, financial planning and investment management industries to effectively implement appropriate business development strategies
Partner with the leadership team on strategic direction and complex line-of-business projects
Negotiate appropriate pricing using discretion where required to build a profitable portfolio
Proactively develop internal and external networks for referral sources that effectively generate prospects for new business by being highly visible in the marketplace
Enhance Private Bank's profile by participating in meaningful and focused business and community activities, seeking out and creating opportunities to generate new Private Banking business
University degree and/or additional designations of MBA/CA/CMA/CGA or equivalent job-related experience
3 to 5 years banking experience
1 to 2 years experience in high net worth client business development
Experience in planning conversations and presenting planning strategies, including 1 to 3 years experience using financial planning software
Discretionary Personal and Commercial credit limits for Private Banking transactions, preferred but not mandatory
Financial Planning designation (CFP or PFP) highly preferred

Senior Private Banker Resume Examples & Samples

Personal Business Development- Strong, self-driven business development and networking skills with a proven sales record and the ability to attract new clients and expand existing relationships. Development and implementation of local marketing plans/team action plans and other go-to-market programs should be evident. Persistent pursuit of all marketing goals to successful outcomes
Through effective profiling and as part of the client relationship team, examine client/prospect’s overall financial requirements, assist with the development and execution of action plans to effectively match the client’s /prospect’s needs with the Bank’s products and service capabilities
Participate in appropriate community and business activities at a leadership level to enhance the image of BMO in order to retain and build existing and new business within the market
Technical Expertise- Understand and apply client strategies as they relate to changes in economic, legal and investment landscapes. Stay current on competition and product needs. Remain knowledgeable of and follow all Private Banking policies and processes. Provide technical training and guidance to less experienced colleagues and coworkers
Exceptional track record of managing a loan and deposit portfolio consisting of high net worth individuals, directly focused on opportunities involving loans and deposits, while assisting in the identification of other client needs and making appropriate referral to Private Bank partners through the Regional Managers
Prepare appropriate and timely documentation of client calls and prospecting activities as required
Self-driven to achieve personal results and a collaborative market business builder that successfully deploys a variety of wealth management services
Effective influencing skills and the achievement of “trusted advisor” status
10+ years of similar experience in the high net worth sector of the market
While formal credit training is a desirable plus, it is not a mandate. What is required of a candidate, however, is an adequate working knowledge of the credit function and the awareness and communication skills necessary to manage relationships though the credit qualification process
Thorough knowledge of the products, services, and capabilities of the Private Bank, including solid knowledge of all major facets of Wealth Management
A Bachelor’s degree in Finance or related field, a CFP is a plus

Asset Management, Private Bank-private Banker Resume Examples & Samples

Maintain and further develop an existing book of business consisting of ultra high net worth clients focused on the Greece
The Banker will be responsible for prospecting and acquiring new assets from new and existing clients
Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise
Understand that performance will be measured by objectives using specific financial and client satisfaction objectives
Significant experience in Private Banking working with ultra high net individuals and families or related fields within financial services, with a focus on Greece
Fluent in Greek and English

Senior Uhnw Private Banker VP Resume Examples & Samples

The Banker's primary responsibility is to prospect and acquire new clients and new assets from new and existing Ultra High Net Worth clients focused in France
There will also be responsibility for maintaining further developing a book of existing business
Ensure that the proposed products and services maximize the clients needs, goals and objectives
The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives
Significant experience in Private Banking working with Ultra High Net individuals and families
Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Enthusiasm, appetite and proven experience in business development from cold calling and personal networks

Private Banker Resume Examples & Samples

To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (i.e. financial and estate planners) to ensure that our clients experience the full spectrum of our value proposition
To build, maintain and execute on client relationship plans to ensure you fully understand and meet their needs and achieve the required income from each portfolio
To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the portfolio profitability is managed optimally
To effectively cross and up sell the appropriate products to the clients ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met
Analyse sales achieved against opportunities in portfolios on a monthly basis for new and existing client
Coordinate and drive outstanding client reviews and ensure timeous finalisation
Keep abreast of developments in the industry/sector to ensure adequate client
Obtain and/or maintain the required FAIS appropriate qualification or regulatory examination before the regulatory due dates and ensure that Continuous Professional
B-degree in Commerce, Finance or Banking or equivalent NQF level 6
Five (5) years’ experience in Financial Services industry
60 FAIS credits at NQF level 6
One year Experience in a FAIS role
Regulatory Examination 1 (RE1)
Three (3) years must have been in a Sales and Relationship Management environment
Two (2) years’ experience in client facing interaction selling wealth solutions

International Private Banker Resume Examples & Samples

Actively manage and grow a portfolio of target clients residents in Colombia, Peru and Chile by providing thorough, efficient and expeditious quality service
Develop strategies for retention &/or extension of RBC wealth management relationships by completing customized client profiles and developing solutions for identified opportunities
Maintain all applicable compliance, risk and Know Your Client details
Proactively refer opportunities, co-ordinate and follow-up on agreed strategy with client and other partners. Put together structured meetings and presentations as necessary
Coordinate the provision of general and detailed recommendations on appropriate domestic and international services, taking primary responsibility for ensuring the client experience is seamless
Acquire new relationships by promoting referrals from clients and obtaining referrals from key sources through building and supporting RBC COI relationships, both internal and external
Participate in portfolio and/or credit reviews as appropriate
Coordinate client meetings with RBC partners
Partner with credit team to ensure development and management of quality portfolio and provide ongoing support of credit management as required
Demonstrate continuous learning
At least 5 - 7 years experience as a Private Banker in Colombia, Peru and Chile with active clientele
MBA an asset
Colombia, Peru and Chile market knowledge and experience . An existing book of clients in Colombia, Peru and Chile is an asset
Knowledge of the South America Economy, Market and its regional sub-cultures
Thorough knowledge of both Bank and Investment products and services including credit
Solid base in values based selling, sales process (funnel management), tools and tracking
Strong verbal and written skills in English and Spanish

International Private Banker Resume Examples & Samples

Actively manage and grow a portfolio of target clients residents in Brazil by providing thorough, efficient and expeditious quality service
At least 5 - 7 years experience as a Private Banker in Brazil with active clientele
Brazilian market knowledge and an existing book of contacts in Brazil is an strong asset
Knowledge of the South American economy, market ,and its regional sub-cultures
Thorough knowledge of both Bank and Investment products, and services including credit
Strong verbal and written skills in English and Portugese
LI-VM1

Private Banker Resume Examples & Samples

Develop and manage a portfolio of high net-worth clients across the assigned coverage market in Asia
Provide a comprehensive range of investment advice and solutions across all asset classes as well as wealth structuring advice and banking services
Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources
Achieve personal and team targets for new clients, assets and revenues
Make demonstrable contribution to referring relevant business to other parts of Wealth & Investment Management and/or the Barclays Group
Investment Management: Offer a range of services depending on client demands, including modelled, bespoke, discretionary and advisory portfolios. Work closely with the Private Bankers to provide a holistic service to clients
Balance Sheet: Offer Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases
Wealth Advisory: Provide fiduciary solutions, wealth planning and structuring services plus trust and estate planning
Alternative Investments: Offer clients exposure to hedge funds, private equity, commodities and real estate
Corporate & Investment Banking: Enable clients to access products and services traditionally available only to institutional clients, through the Key Clients Team
Ensure conformity with global and market standards of client service, regulatory compliance, front-office procedures, KYC, product delivery and operating model
Deliver to any identified accountabilities as recorded in the annual Performance Development System

Private Banker Resume Examples & Samples

Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions
Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
Actively involves in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
Understand each client’s wealth objectives and investment requirements
Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in indentifying new business opportunities
Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
Update clients regularly on markets, portfolio performance, investments opportunities, risks
May require regular travel into coverage regions to foster relationships
Work with junior team members in preparing presentations and proposals, and send out various proposal items to clients on request
Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
Responsible for working with other team members on client sponsorship / Know Your Client
Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Strong knowledge of local regulatory policies and guidelines
Strong knowledge of relevant financial markets and instruments

Senior Private Banker Resume Examples & Samples

Ensure all NEW clients receive the complete on-boarding experience, which includes
A thorough client discovery leading to a truly Private Client Planning Experience (Roadmap)
An introduction to the PCG Partners
Completion of a Wealth Plan
Establish a proactive client contact plan that meets client expectations
Responsible for creating a comprehensive advice plan for HNW clients with complex needs and possesses the requisite skills to advise in niche areas where appropriate
Execute regular reviews of client financial strategies and performance. Reviews may lead to contact over and above that outlined in the client contact plan
Minimize processing errors; however, should they occur, ensure they are resolved in a timely and fair manner
Be a Trusted advisor for the portfolio, responsible for the coordination of the TD Wealth relationship in the centre
Represent PB and TDBG to the general public in a professional manner
Be involved in your community and support TDBG charity and community initiatives

Private Banker Resume Examples & Samples

Financial Planning designation or in progress
RISR designation ( minimum IFIC completed; CSC completed or in process)
1 to 2 years high net worth client experience in business development
Working business development skills with successful track record
Working level interpersonal and communication skills
In-depth relationship management skills to effectively manage relationships across multiple levels of the organization, across lines of business, across various BMO Financial Group partners, and with non-BMO contacts and sources

Asset Management, Private Bank-private Banker Resume Examples & Samples

Maintain and further develop an existing book of business consisting of ultra high net worth clients focused on the Turkey
Significant experience in Private Banking working with ultra high net individuals and families or related fields within financial services, with a focus on Turkey
Fluent in Turkish and English. JPMorgan offers an exceptional benefits program and a highly competitive compensation package

Private Banker Resume Examples & Samples

Prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals
Working with investments, banking and trust concepts, including asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Working with Financial Markets, including Equities, Fixed Income, Commodities and Rates, and the effects of these markets on a micro/macroeconomic scale
Analyzing and advising with respect to the impact political and policy changes in global markets (specifically Americas, Europe and Asia) will have on their respective financial markets and equities
Managing and coordinating an integrated team of specialists and support staff to execute client goals
Have a complete understanding of the Chilean and Argentinean financial industry and its regulations; and,
Have a deep knowledge in the Chilean and Argentinean wealth management industry and its prospective clients
Must have Series 7 and 63 licensure

Private Banker Client Transition Team AVP Resume Examples & Samples

Clients who are in the process of a long term exit strategy from Barclays (closing requested or waiting for asset transfer out once it matures)
Clients where a specialist communication protocol is required (Gone Away and Deceased clients for example)
Credit impaired exit clients awaiting a return of credit
Clients which the business wishes to retain in UKPB as an exception which are sub segment such as with a credit led relationship or where they have a special status such as PEP
Clients who will be moved to a new Banker team as part of a project review but need managing in the meantime such as GIML Lifecycle SIPPS, sub segment Charity clients, SIPPs, OSBs etc
Clients who are in the process of migrating between UKPB and PCS, on an ongoing basis

Private Banker, Russia Resume Examples & Samples

The successful candidate will demonstrate very strong relationship skills with experience of managing and handling the sophisticated financial needs of UHNW individuals and families across the UK and Europe; advising on a diverse range of wealth management solutions
The ideal candidate will have experience building a client base within a private bank through a combination of techniques including networking, referrals and cold calling
The right candidate must have experience working at a Tier 1 global universal banking institution with a multi-faceted offering (Investment & Credit Solutions) utilising this offering to build a network via internal referrals
The successful candidate must satisfy the criteria for an approved person both initially and ongoing – this will involve obtaining the relevant qualifications if not already qualified
The ideal candidate must have broad experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client’s requirements
The right candidate must have detailed regulatory knowledge, in particular of local regulatory requirements, and an overall understanding of the business impact of the regulatory environment
The successful candidate must display strong knowledge of financial markets and experience with products across the risk spectrum – Rates, FX, Inflation, Commodities, Credit, Equity, etc
The successful candidate must be educated to Degree level at a leading educational institution
The ideal candidate will have a post-graduate qualification, however this is not essential
The right candidate must have appropriate regulatory qualifications
The right candidate will be a fluent Russian speaker

Senior Private Banker Resume Examples & Samples

Bachelor's degree in Accounting, Finance, or Business
10 years commercial or private lending experience
10 years managing a portfolio of clients
10 years financial sales experience
Completion of a Commercial Credit Training Program Total Years of Experience: 9-10+

Private Banker, RBC Private Banking Resume Examples & Samples

Provide high end relationship management and advice to High-Net-Worth Canadians following all five principles of the Black Card Experience
Introduce tripod team PBA as key advisor on managing day to day banking needs and MCS as credit expert for credit advice and solutions
Follow ClientView service model standards and ensure client files are robust with all relevant information, opportunities are captured and corporate memory is fully built out: follow Strategic Annual Review schedule
Proactive calls as per service model coding
Encourage and promote digital solutions/ online/ mobile banking/ RBC Express with clients thereby supporting the PBA in increasing online/ mobile banking solutions and transitioning wire transactions to RBC Express
Ownership of client problem resolution, sourcing answers and leveraging expertise across RBC, escalating as required
Ensure skills/knowledge/ accreditations are regularly updated to meet client advice needs and position requirements
Coordinates the sales and service team respecting and reinforcing role clarity to deliver on the client needs
Foster teamwork and actively contribute to the coaching, development and performance management for members of working team, including the Associate and Manager of Credit Structures
Required to be accredited and registered as a Mutual Fund Salesperson
Financial Planning designation (CFP or PFP) required
5-10 years experience in providing advice & solutions to high net worth clients to grow and/or protect wealth
Thorough understanding of High Net Worth (HNW) financial sales and ability to execute
Strong ethics and integrity
Demonstrated partnering with internal and/or external experts i.e. lawyers, accountants etc
Entrepreneurial Orientation

Private Banker, RBC Private Banking Resume Examples & Samples

Delivers an enterprise client value proposition and solution set focused on forming trusted advisor relationships & partnerships with a dedicated client base
Relationship manages and grows long-term profitable client relationships and business (team) relationships
Acts as the client’s trusted advisor, provides clients with the rights solutions, simplifies the client’s life to achieve financial goals
Regularly contacts clients, including annual reviews and follows action plans
Focuses on client satisfaction, client loyalty and client retention
Liaises with clients, family members, decision makers and external advisors
Strong leadership/management skills; the ability to effectively work with and influence others at all levels
Mutual funds license or willingness to complete (CSC preferred)
Professional Designations (CFA, CA, LLB) are preferred
Financial planning designation (CFP or PFP) is required

Private Banker Resume Examples & Samples

Earns referrals from clients and internal business partners and Center of Influence (COI)
Partners with the WMA, internal business partners and Centers of Influence in the sales process to maximize new business opportunities
Demonstrates highly developed sales, client contact and relationship management skills including development of targeted business plans
Demonstrates highly developed sales client contact and relationship management skills including development of targeted business plans and achieves targeted annual sales goal of $25,000 - $50,000 and annual revenue of $500,000 - $1,000,000
Collaborates with WMA and other specialists to ensure the Private Bank client experience is delivered
Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process
Ensures service standards and metrics are met based on client banking needs and segmentation
Collaborates with WMA to deliver advanced planning techniques
Takes ownership for resolving clientÆs banking issues
Manages overall balance sheet, including both deposit and lending to increase profitability and enhance the client relationship
Ensures prospect/client information is appropriately entered, updated, and managed in CRM
Utilizes lending and credit expertise to deliver credit solutions best suited to meet the client objectives
Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings
BS/BA is required. Business Administration, Finance, Economics is referred; MBA is preferred
Brings a minimum of 5 years of successful sales/client service experience in commercial, business and/or private banking services industry
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels
Strong credit, underwriting and loan structuring skills
Ability to analyze financial statements
Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills
Professional and community organizations involvement
Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, PowerPoint and Access

Private Banker Resume Examples & Samples

Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report
Extensive knowledge of wealth management business; comprehensive knowledge of benefits and features of all Bank products and services
Ability to generate minimum production revenue for loans; deposits and non-interest income within company assigned guidelines.**
Demonstrated awareness of changing financial markets and overall economic environment; financial interviewing skills; analytical skills; sales/presentations skills; negotiation skills. * Self-starter; excellent communication and interpersonal skills -excellent team player. * Series 6, 7 and 63 (and 65 preferred) or ability to renew or reinstate expired licenses within 6 months of employment (as a condition of continued employment)
Must have thorough working knowledge of the interpersonal and practical application of trust, investments and taxes. * Computer proficiency required. * Preferred: CFP, CFA or other recognized financial certification

Private Banker, Neenah Resume Examples & Samples

Bachelor's Degree Business, Finance, Accounting
4-7 years strong business development experience
Prior experience banking/investment/wealth management experience preferred
Proven record of developing client relationships with high net worth individuals preferred
Strong knowledge of all banking products and advanced credit skills
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z

Private Banker Resume Examples & Samples

Strong presentation and communication skills at all levels
Experience as a Relationship Manager/Advisor with Offshore clients
Motivated, driven and professional person capable of working independently
Entrepreneurial approach, analytical with an attention to detail

Private Banker Resume Examples & Samples

Partners with the WMA, internal business partners, and Centers of Influence in the sales process to maximize new business opportunities
Demonstrates highly developed sales, client contact, and relationship management skills including development of targeted business plans and achieves annual target sales goal of $100,000 - $150,000 and annual revenue of $1,300,000 - $2,500,000
Ensures service standards and metrics are met based on client banking needs and segmentation (e.g. ultra-affluent, inherited wealth, etc.)
Partners with internal and external service providers including, Centers of Influence (e.g. attorney, accountant), to optimize Life360 effectiveness and efficiency
BS/BA is required. Business Administration, Finance, Economics is preferred; MBA is preferred
Displays a professional presence within professional and community organizations

Assistant Private Banker Resume Examples & Samples

Bachelor’s degree a plus
3-5 years of similar or applicable experience
A strong client service orientation and be self-driven to achieve personal results
Demonstrated responsibility suitable for supporting the relationship management & service delivery of a Private Banking team, as well as knowing when to seek assistance from others on the team
Interpersonal and social skills suitable for quickly developing relationships with affluent clients and prospects
Develop an adequate working knowledge of banking and wealth management services and maintain the awareness and communication skills necessary to effectively manage client service needs and relationships
Outstanding listening, writing, and spoken communication skills
Excellent organization, MS Office and PC skills

Private Banker, Pcs Resume Examples & Samples

Provides financial services to clients coordinating the resources and activities of other partner areas to ensure the timely and accurate delivery of services
Participates in the development of new solutions to client needs, brings in experts when appropriate, ensures smooth delivery of new services, and communicates emerging needs
Reviews credit transactions with appropriate lending staff and other more senior relationship managers

Private Banker Iv Resume Examples & Samples

Four year undergraduate degree or equivalent experience with 8-10 years experience in the financial sales and/or service industry
Ability to generate minimum production revenue for loans; deposits and non-interest income within company assigned guidelines
Demonstrated awareness of changing financial markets and overall economic environment; financial interviewing skills; analytical skills; sales/presentations skills; negotiation skills
Self-starter; excellent communication and interpersonal skills -excellent team player
Must have thorough working knowledge of the interpersonal and practical application of trust, investments and taxes
Preferred: CFP, CFA or other recognized financial certification

Private Banker Resume Examples & Samples

Bachelors degree or in lieu of degree, 4 years equivalent in work experience
Five years sales experience
Three years lending and portfolio management experience
Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy
Working knowledge of Excel and Work or similar software
Experience in construction and hospitality lending preferred
Underwriting experience preferred

Senior Private Banker Resume Examples & Samples

Minimum 5 years of experience required in financial services after credit training
Minimum 10 years in Private Banking required
Minimum 5 years of credit experience required
FINRA Series 7 and 63 Securities licenses required
Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry"; or must be able to registered under the Safe Act
In-depth product knowledge and technical expertise to originate, structure, and execute large transactions
Excellent sales and relationship management skills
Ability to communicate effectively with all levels of Bank personnel
Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications
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Private Banker Resume Examples & Samples

Strong knowledge of Investment products
Strong knowledge of Wealth Management and Financial Planning conversations
Discretionary Personal & Commercial credit limits for Private Banking transactions
Financial Planning designation or in progress: CFP or PFP
2 years high net worth client experience in business development
Strong sales and client service skills
Strong business development skills with successful track record
Strong level interpersonal and communication skills

Private Banker Rbc Wealth Management Resume Examples & Samples

Actively manage and grow a portfolio of target clients by providing thorough, efficient and expeditious quality service
Acquires new relationships by promoting referrals from clients and obtaining referrals from key sources through building and supporting on-going RBC relationships, both internal and external
Proactively coordinates the relationship by teaming with other experts within RBC IWM, acting as quarterback to ensure a seamless client experience
Maximize profitability of client base in accordance with Private Banking value proposition and define servicing levels on client requirements
Must be fluent in English as well as Mandarin and Cantonese
5 years+ experience in providing advice & solutions to non-resident high net worth clients to grow and/or protect wealth
Canadian Securities Course would be an asset
Canadian Banking experience preferred

Private Banker Level Resume Examples & Samples

Appendix A)
Financial Planning designation or in progress an asset
Fluent in Mandarin and Cantonese
Basic experience in planning conversation

Private Banker Resume Examples & Samples

Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients focused on the Spanish client market
Responsible for sales and implementation of investment solutions to core clients as appropriate
Leverage and coordinate specialists (Investor, Capital Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients

Private Banker Resume Examples & Samples

Typically requires a Bachelor's and 2-4 years of directly related experience
Basic knowledge of banking products and procedures, consumer and commercial credit structuring
Strong sales, client product and relationship management skills

Private Banker Resume Examples & Samples

Responsible for helping to manage and grow the Private Banking portfolio of High Value (HV) clients through relationship management, using a personalized and confidential approach to meet their banking needs
Engages various partners to deliver customized holistic financial solutions for HV clients requiring integrated wealth management advice, sophisticated credit, financial planning, Trusts, Investments etc
Builds, retains and deepens client relationships while delivering an exceptional client experience to high value clients
Assists with building on and executing client strategies and action plans including proactive contact & follow-up strategy using sales advice & planning tools
Delivery of Financial Literacy for clients and their family members
Creates & implements effective, customized client action plans to enhance share of wallet, retention, and profitability of existing and new client relationships
Proactively monitors client affairs and follow through with opportunities identified during discovery and financial planning; update sales tracking tools with progress
Executes on management disciplines to ensure long term profitable growth of client portfolios
Proactively identifies product and solution opportunities for clients for both business and personal needs in order to leverage the expertise of the RBC Financial Group
Supports Senior Manager, Private Banking in achieving overall long-term book objectives
Actively participates in planning/strategy sessions with follow up and execution of planned activities
5 years of progressive experience in Personal/Commercial Banking in a Relationship Management & complex credit
Sound knowledge of all Banking Operations, Sales Routines and Products/Services
University Degree or equivalent education
Broad and/or deep understanding of the various products available across RBC to support client advice and partnering
High achievement orientation/Driven

Senior Private Banker, Level Resume Examples & Samples

University degree/MBA/CA/CMA/CGA or equivalent job-related experience
Discretionary Personal and Commercial credit limits for Private Banking transactions
3 to 5 years experience in high net worth client business development
In-depth sales and client service skills
In-depth business development skills with successful track record
In-depth interpersonal and communication skills

VP Private Banker Resume Examples & Samples

The right candidate will have strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
The successful candidate will have experience of building a client base using internal and external networks, be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions with high penetration ratios per client
The right candidate will have experience of operating in a complex investment environment and will satisfy the criteria for an approved person (where applicable) both initially and ongoing
The ideal candidate will have broad experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client’s requirements
The right candidate will have the necessary regulatory knowledge, in particular of local regulatory requirements, and an overall understanding of the business impact of the regulatory environment
The successful candidate will have market exposure and multi-disciplined private banking expertise
The successful candidate will be educated to Degree level
The right candidate will have the appropriate regulatory qualifications

Private Banker Resume Examples & Samples

Partners with credit team to ensure development and management of quality portfolio and provide ongoing support of credit management as required
Build and manage a sales funnel to ensure continual and ongoing successful closing of wealth management referrals
Strong and proven business development skills with an external global database of COI’s and business contacts to drive in new quality relationships
Knowledge of onshore/offshore International Wealth Management and Trust/Fiduciary solutions
Degree is Finance, Marketing or International Business preferred
Professional Designations (TEP, LLB, MBA or Masters Degree) are preferred
Knowledge of IWM solutions and IWM Discovery Process
Demonstrated partnering with internal and/or external experts ie lawyers, accountants etc
Cultural affinity with an international client base in order to conduct effective enhanced due diligence

Private Banker Resume Examples & Samples

Comprehensive knowledge of wealth management business; comprehensive knowledge of benefits and features of all Bank products and services
Four year undergraduate degree or equivalent experience with 6-8 years experience in the financial sales and/or service industry
Series 6, 7 and 63 (and 65 preferred) or ability to renew or reinstate expired licenses within 6 months of employment (as a condition of continued employment)
Computer proficiency required

Private Banker Resume Examples & Samples

Demonstrates ability to make direct sales presentations
Demonstrates ability to address customer concerns positively, tactfully, and diplomatically
Demonstrates ability to present self very professionally and courteously at all times
Demonstrates proficiency in use of Microsoft Office (Word, Excel, and Outlook)
Demonstrates general office skills, including use of phone, computer, fax, and other office equipment
Demonstrates strong relationship management and lending skills
Demonstrates In depth knowledge of wealth management products and services (which includes private banking products & services, including credit processes)
Demonstrates ability to make critical decisions independently

Private Banker Resume Examples & Samples

Transition clients from other Private Bankers following best practices to maintain high levels of client satisfaction
Introduce tripod team Private Banking Associate (PBA) as key advisor on managing day to day banking needs and Manager credit Structures (MCS) as credit expert for credit advice and solutions
Follow national professional servicing standards including: meeting agendas, appointment confirmations, follow-up recap of meeting, email, phone, etc
Follow ClientView service model standards and ensure client files are robust with all relevant information, opportunities are captured and corporate memory is fully built out
Mutual Fund Salesperson accreditation and registration required
A minimum of 5-10 years experience in providing advice & solutions to High Net Worth clients
Excellent communication skills in both English and French
Thorough understanding of High Net Worth (HNW) financial sales and client relationship management

Senior Private Banker Resume Examples & Samples

Prospects for clients by sourcing and building own pipeline of clients/opportunities
Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services
Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor
Utilizes CRM to appropriately track prospects to close
Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered
Takes ownership for resolving client's banking issues
Provides client with current industry trends and commands a thorough knowledge of banking products and solutions
Challenges and collaborates with the client to articulate and achieve their goals
Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship
Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.g. stock option financing, unique assets, customized loans, etc.)
Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements, and maintaining current loan ratings
Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality
Brings a minimum of 8 years of successful sales/client service experience in commercial, business and/or private banking services industry
Experienced operating in an environment that stresses both individual accountability and team-based performance
Strong credit, underwriting, and loan structuring skills
Demonstrates in depth knowledge of banking issues and possess at least one area of specialized expertise
Uses effective problem solving and analytical skills
Serves as a mentor to Private Banking associates
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position

Private Banker Resume Examples & Samples

Deep expertise of all wealth planning issues to include: financial planning, lending, trusts and investments
Ability to manage the most complex high net worth client relationships
Exhibits very strong credit and analytical abilities with an in-depth understanding of consumer and commercial credit risk and effective credit management. Possesses a track record of strong analytical and decision making skills
Superior record of new business development with high net worth individuals, the professional services industry, their partners and not-for-profit entities
Is able to maintain and deepen relationships with internal and external partners and develop a strong reputation in the business community through visibility and outreach to key businesses, community leaders and wealth segments
Leadership experience with working in an environment that stresses team based, as well as individual performance
Exhibits initiative, competitive drive and an ability to build partnerships effectively and cultivate lasting relationships within the bank and in the community
Demonstrates strong interpersonal negotiation skills, verbal and written communication and presentation skills
Displays professional presence within the professional community and organizations. Develops and maintains professional referral networks
Knowledgeable and conversant on all aspects of investment management and trust services and coordinates client service with investment and trust providers. Keeps current with market updates and financial news
Minimum 15 years of successful sales/client experience in Private Banking or Wealth Management

Private Banker Resume Examples & Samples

Partner with Financial Advisors to provide the best financial advice on private banking products to clients
Build product awareness and understanding among Financial Advisors, with emphasis on the high opportunity Financial Advisors
Act independently in making financial recommendations on private banking products to the client
Provide the best private banking financial advice to clients in conjunction with Financial Advisors
Build, promote, market and maintain an adequate pipeline of opportunities to meet private banking revenue goals
Partner with the Associate Private Banker(s) in the Private Bank Contact Center to provide Financial Advisor and client private banking product, distribution and service support
Act as the subject matter expert for all Financial Advisor and Branch inquires on private banking products and client service offering direct or indirect solutions
Understand competitive environment and develop strategies to retain and win new business
Develop and implement product marketing strategies with Branch Management and Financial Advisor team, consistent with providing sound financial private banking advice
Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners

Senior Private Banker Resume Examples & Samples

Onboard clients and act as a trusted Relationship Manager for those introduced to Private Banking from any source (i.e. Private Banking Wealth Consultant)
Work closely with the Wealth Consultant to implement Private Banking products/solutions based on an established Wealth Plan
Provide high touch service to client that is in line with their expectations
Coordinate the involvement of the Wealth Consultant during the client annual review or any other necessary point in time
Coordinate the involvement of Partners/Specialists in order to offer a holistic Advice approach (in partnership with Wealth Consultant)
Recommend, implement and service of all banking related products and solutions (credit and cash management)
Apply deep knowledge of the following in order to ensure that clients receive a legendary HNW client experience
Undergraduate Degree
Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are desirable
Prior experience in lending and product solution fulfillment in Banking Products
Knowledge of or prior experience with a Wealth Management environment
General knowledge across all Wealth products and solutions with deep knowledge of all credit, cash management, investments and specifically complex credit
Proven ability to identify Banking, Wealth and Commercial opportunities for referral and fulfillment with other lines of business
High degree of capability in building deep relationships with HNW clients and establishing HNW relationships with Private Banking and Private Wealth
Ability to understand and assess pre-established financial plans of varying complexity and make banking product/solution recommendations
Disciplined and organized individual with the ability to work collaboratively with Partners in Private Wealth, Wealth and TD
Strong knowledge of or the ability to quickly learn banking and risk, operations and procedures
Proven personal credibility and accountability
Conscientious with a proven passion for creating a legendary client experience at every opportunity
Demonstrated high attention to detail
Strong communication skills – oral and written

Private Banker Resume Examples & Samples

Build product awareness and understanding among Financial Advisors, with emphasis on the high opportunity FAs
Provide the best private banking financial advice to clients in conjunction with FAs
Partner with the Associate Private Banker(s) in the Private Bank Contact Center to provide FA and client private banking product, distribution and service support

Private Banker Resume Examples & Samples

To grow the private banking business profitably, while managing clients in order to meet targets
Develop and deliver private and investment banking services to HNW and UHNW clients
Increase the share of Invested Assets - liaise with the Private Banking Investments Team to deliver effective banking solutions tailored to the clients requirements

Private Banker Resume Examples & Samples

Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation
Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients
Using knowledge of Scotiabank's diverse products and services to anticipate client needs and proactively deliver solutions through referrals to other Bank partners
Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily
Proactively identifying and mitigating problem loans, including bringing potential problems under correspondence as soon as identified
Acting as the client?s Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client?s needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database
Serving as a conduit for referrals to the SPCG Team of Experts, and developing multiple service client relationships based on formalized client strategies
Acting as a key member of the Centre's Team of Experts, proactively identify and implement strategies to address client needs
Drive business development, maintaining a strong market profile with assigned partners and business channels
Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management
Developing and executing new business strategies to attract and retain high net worth clients. Develop client management plans and make referrals that result in deeper client relationships
Develop an in-depth understanding of client needs and proactively make referrals to: Private Investment Counsel, Scotiatrust, ScotiaMcLeod, Hollis Wealth, Commercial and Retail Bank
Identifying prospects and referrals from internal and external networks / COI?s
Maintaining a strong prospect sales pipeline, conducting sales calls and qualification of opportunities based on effective due diligence
Engaging and informing client management partners as to changes in client information and priorities
Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions
Reviewing and resolving client concerns and issues and ensure that the Bank's Customer Complaint Resolution Process is in place and effective
Ensuring compliance with regulatory requirements and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety
Reporting fraudulent activities, unusual occurrences, issues, deficiencies, or trends as applicable
Manage Credit Risk management by
Fulfilling all retail credit requests through retail adjudication processes or working with the Wealth Credit Solutions team to develop commercial/customized credit proposals
Ensuring credit facilities operate within authorized terms and conditions
Ensuring the Bank's exposure is protected by way of adequate security requirements (if required) and appropriate credit conditions, resolving any issues that may arise. When applicable, escalate concerns to the Team Lead
Developing sound commercial underwriting skills
Ensuring security documentation is accurately prepared, complete, registered and renewed as required
Contribute to the effective functioning of the Private Banking and Centre team by
Participating actively in team learning development activities and team performance achievements
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively share knowledge and experience to enhance the development of all team members

Private Banker Resume Examples & Samples

Delivers an enterprise client value proposition and solutions set focused on forming trusted advisor relationships & partnerships with a dedicated client base
Acts as the client’s trusted advisor, provides clients with the right solutions, simplifies the client’s life to achieve financial goals
60% Relationship Management
Relationship Management, Deep discovery, Partnering & Collaboration
Delivery of Wealth Management Solutions
Problem Resolution
30% Client Acquisition
10% Business Planning
A minimum of 5 years proven sales experience, preferably in an entrepreneurial environment
Thorough understanding of Financial Sales
Must have IFIC / CSC and be Mutual Fund Licensed
Professional Designations (CFA, CA, LLB) or commercial banking are preferred
Financial planning designation (CFP or PFP designation) (IQPF in Quebec) is required

Private Banker, Safe Act Resume Examples & Samples

Excellent commercial lending skills, including formal commercial credit training
Effective leadership skills
Ability to work effectively in a matrix management framework

Private Banker, Summer Student Resume Examples & Samples

Assist the team in creating an enterprise client value proposition and solutions set focused on forming trusted advisor relationships & partnerships with a dedicated client base
Support the delivery of Wealth Management Solutions/Services by developing the client financial strategy and monitoring the relationship
Understanding of Financial Sales Analysis
Knowledge of Wealth Advisory financial solutions
Excellent relationship management & client service skills

Private Banker Resume Examples & Samples

Review and negotiate new pricing structures with clients
Create lead referrals for financial and estate planning and call on specialists to assist
Administer the release of security documentation and inform clients if the release of documents has been declined

Senior Private Banker, Level Resume Examples & Samples

University degree/MBA/CA/CMA/CGA or equivalent
10 to 15 years banking experience
10 years of experience in private client banking or wealth management
10 or more years high or ultra-high net worth client experience in business development
Experience in commercial banking will be considered an asset
In-depth knowledge of Personal and Commercial credit and non-credit products
Financial Planning designation is a must have – CFP or PFP
5 to 10 years of presenting planning strategies, including 3 or more years experience using financial planning software
Lead in-depth planning conversations
Bilingual Fluency in English and French or English and Mandarin would be considered an asset

Private Banker Resume Examples & Samples

Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
Experience of building a client base using internal and external networks
Effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
Satisfies the criteria for an approved person both initially and ongoing – this will involve obtaining the relevant qualifications if not already qualified
Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client’s requirements
Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment
Excellent market exposure and multi-disciplined private banking expertise
Experience of managing and developing junior private bankers (optional)
Educated to Degree level
Appropriate regulatory qualifications
Fluent in English and Hindi
Fluency in other Indian languages an advantage (regionally-specific)

Private Banker Resume Examples & Samples

Act as subject matter expert for FA and Branch inbound inquires or facilitate referral for resolution to the subject matter expert
Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs
Develop and maintain adequate marketing pipeline to meet revenue targets. Maintain pipeline reports on an ongoing basis
Gather client information to facilitate a streamlined account opening process including completion of loan applications and collection of information required to make credit decisions
Ensure a coordinated business development and service process with product partners. Manage FA expectations throughout relationship and service cycle
Communicate new product and policy enhancements to FAs and branch staff
Minimum of 3 years experience with an investment, commercial or private bank
2 years of client service, business development and/or Sales Desk experience
Bachelor’s degree preferred or relevant experience
Series 7 and 63 or 66 licenses required to be obtained within 90 days of employment

Private Banker, Asian Segment Resume Examples & Samples

Proficiency in Mandarin and/or Cantonese language
Demonstrable banking and/or advice experience
Strong understanding of Wealth Income, Investments and Funds Under Management
Relationship management background, with proven leadership experience
Strong communication skills; verbal and written

Senior Private Banker Resume Examples & Samples

Extensive relationship banking and/or advice experience – with an in-depth knowledge of lending, wealth and investment products
Completion of Advanced Diploma Financial Services (RG146)
Exceptional communication skills, including the ability to build strong rapport with clients and staff
Strong leadership and management experience
Results oriented with exceptional ability to deliver outcomes
Wealth Income, Investments and Funds Under Management growth - To be determined following development of Key Result Areas later in year but will have different weighting to Private Banker

Private Banker Client Management Resume Examples & Samples

Bachelors Degree
Minimum 5 year's of experience in financial services after credit training
Minimum 10 years in Private Banking
Minimum 5 years of credit experience
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
Manage in excess of $3MM in total revenue (with minimum $2MM in net interest income) with 85% of relationships segment-qualified

VP, Private Banker Resume Examples & Samples

UAE and Oman (Onshore & Offshore)
Kingdom of Saudi Arabia (Offshore)
Qatar (Onshore & Offshore)
Kuwait (Offshore)
Investment Management: Offers a range of services depending on client demands, including modelled, bespoke, discretionary and advisory portfolios. Investment Management works closely with the Private Bankers to provide a holistic service to clients
Balance Sheet: Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases
Wealth Advisory: Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning
Alternative Investments: Offers HNW clients exposure to hedge funds, private equity, commodities and real estate
Barclays Corporate & Investment Banking : Enables HNW clients to access products and services traditionally available only to institutional clients, e.g. Structured Products and iShares

Private Banker Resume Examples & Samples

Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions through referrals to other Bank partners
Acting as the client’s Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client’s needs, and maintaining service standards regarding proactive contact, and maintaining the client contact database
Serving as a conduit for referrals to the Team of Experts, and developing multiple service client relationships based on formalized client strategies
Acting as a key member of the Centre’s Team of Experts, proactively identify and implement strategies to address client needs
Reviewing and resolving client concerns and issues and ensure that the Bank’s Customer Complaint Resolution Process is in place and effective
The incumbent must have at 3 to 5 years of Managerial Commercial and/or Retail Banking experience,dealing with high net worth clients and sophisticated financing requirements

Private Banker Resume Examples & Samples

Provide personalized relationship based banking services to current and prospective clients, consistently seeking to expand client relationships and provide the highest level of client service, through aggressive profiling of each client and prospective client to determine their needs and matching products/services to those needs
Develop and support retail business by capitalizing on business opportunities and directly or indirectly influencing the production of revenue that contribute to the branch goal
Analyze credit and financial information for processing of business and/or consumer loans and other bank products for customers to ensure applicable lending policies and procedures are followed. Responsible for adherence to compliance regulations
Develop a network of referral sources that will drive loan, deposit and income growth through business development activities
Active participation in all product marketing campaigns, sales development activities, and referral programs. Use of customer relationship tracking tools, such as sales funnel, Synapsis, prospect tracking, and participation in branch sales huddles and weekly activity meetings
Actively participate in community organizations and activities to project and sustain a favorable bank image in the community
May work with internal business partners to conduct interviews with clients to establish financial needs emphasizing financial counseling and lending, processes requests or will make appropriate referrals
Participate in sales and cross-selling full range of banking services to present and potential clients
Respond to and resolve client service requests according to Great Western policies in a prompt, efficient and courteous manner at all times
Originate high quality loans that are within lending policies and operating procedures
Develop relationships with customers, real estate professionals, Company CEO & Human Resource Directors of medical and professional groups and other business referral sources to promote Great Western Bank growth and profitability
Collect and analyze financial data, develop understanding of underwriting requirements to effectively establish and negotiate credit terms effectively
Inform prospective and existing customers of appropriate programs, rates, policies and loan procedures
Maintain awareness of real estate rates and products available to Great Western Bank to sell Real Estate loans in the secondary market
Respond to and resolve client service requests according to Great Western Bank policies in a prompt, efficient and courteous manner at all times
Bachelor’s degree in Banking/Finance/Management or equivalent experience
More than 5 years banking/consumer lending experience and some business lending experience preferred
Working knowledge of bank products and services with previous retail and business banking experience
Effective selling skills and excellent customer service skills
Proficient written, verbal and interpersonal skills
5 + years of sales and / or Wealth Management , Investment , Lending or mortgage industry experience and strong understanding of the mortgage origination process, including secondary market loans is desired

Private Banker, Macquarie Private Banking Resume Examples & Samples

Relationship manager for a number of existing clients
Business development activities to acquire new clients
Delivery of bespoke investment and strategic advice to high net worth clients
Provide a high quality client service experience
Liaison with accountants, lawyers and other trusted advisers
Adherence to compliance and regulatory standards

Senior Private Banker Resume Examples & Samples

University study in Law/Finance/Economics (or equivalent experience)
Experience in Private Banking or Wealth Management (or equivalent experience) is a strong plus
Experience in Wholesale banking or on the lending side of the bank is a strong plus
Strong B2B customer relationship management skills, along with the ability to develop new business, is essential

Private Banker Iberia Resume Examples & Samples

Enthusiastic
Used to work under pressure
Individual
Creative
With strong ethical values

Private Banker, Citi Private Bank Resume Examples & Samples

Client facing experience, preferably in the financial services industry. Knowledge of investments, estate-planning, banking and credit products will be an asset
Knowledge of financial industry, private banking and current market conditions
Excellent interpersonal skills, problem solving, team work and analytical skills
Completed undergraduate degree plus at least 8 years of relevant financial services experience required
Canadian Securities Course
Other professional designations would be an asset, including CFA, TEP, etc

Private Banker UAE Resume Examples & Samples

Experience in UHNW Private Banking or Investment/Corporate Banking, specifically covering the UAE UHNW market
Extensive and proven experience in Private Banking, specifically on the UHNW market and the institutional/corporate banking market
Fluent English
Be proactive

Private Banker Kuwait & Qatar Resume Examples & Samples

Excellent relationship building skills
Strong awareness of risk and compliance
University degree education

Senior Private Banker Resume Examples & Samples

The Private Banker's role is to develop a book of business and deliver private and investment banking services to Ultra High Net Worth (UHNW) client's within India. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue
Possess exceptional written and verbal communication and platform presentation skills and be actively engaged with clients and colleagues
Be able to build coalitions in a complex, global organization
Managerial Effectiveness
Extensive and proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the mentioned UHNW markets
Thrives in a business development environment

Private Banker New England Resume Examples & Samples

At least 10 years of experience as either a commercial lender or a private bank lender
FINRA Series 63 license, or the ability to obtain this license within the first 6 months of employmen
MBA or Masters Degree
15 years of experience as either a commercial lender or a private bank lender

Private Banker Resume Examples & Samples

Completion of a formal credit training program
FINRA Series 7 license, or the ability to obtain this license within the first 6 months of employment
FINRA Series 63 license, or the ability to obtain this license within the first 6 months of employment

Private Banker Resume Examples & Samples

Personal Credit Qualification at a working level (no limits)
Private Banker Working Commercial qualification with no limits (applicable for Private Banking transactions only)
Able to question, structure and negotiate loan and deposit transactions
University degree/MBA/CPA or equivalent job-related experience
5 to 7 years of experience in banking as a relationship manager or as a lender
Working knowledge of Private Banking, and applicable personal and commercial credit and non-credit products
Working knowledge of the Commercial Healthcare and Professionals Industry Programs
In-depth relationship management skills to effectively manage centres of influence/referral sources
Working ability to effectively manage relationships across multiple levels of the organization
3 to 5 years business development experience with high net worth clients and a strong track record of achieving results – demonstrated ability to grow a book of business
Working level financial understanding – ability to read, analyze and understand financial statements
In-depth risk management skills – ability to identify, assess and manage risks, and determine appropriate ways to mitigate and monitor
Able to work collaboratively with the PCD IA to build a loan/cashflow plan as part of the broader PCD financial plan
Able to identify referrals opportunities back to PCD

Private Banker Resume Examples & Samples

Helping clients define financial goals and objectives
Analyzing client’s current financial resources and financial position
Identifying appropriate products and services to help clients attain objectives
Ensuring clients are introduced and partner with appropriate bank specialists inside and outside the Private Client Services Group
Obtains client referrals and additional assets
Meets all performance, contact, referral and strictly complies with service and call standards (including criteria for loans, deposits and non-fee income and fee revenue production)
Supports the Private Client Services Credit Center and effectively partners with Branch Managers, Financial Advisors, support staff, and product partners

Senior Private Banker UK Resume Examples & Samples

Experience in Private Banking or Wealth Management (or equivalent experience)
Potential candidates should have an good affinity within the Wealth Market
Good B2B customer relationship management skills, along with the ability to develop new business, is essential

Senior Private Banker Resume Examples & Samples

Demonstrable relationship banking or advice experience
Exceptional communication skills with clients and staff
Strong Leadership and management experience
Exceptional understanding of Wealth and Investments experience
Exceptional banking and relationship management background

Private Banker Resume Examples & Samples

Understand how to interface with different constituencies and with all levels of management, as well as across geographies, product lines and divisions, to accomplish client goals and successfully grow one’s practice
Help strengthen the Citi Private Bank culture by example
Be flexible and pragmatic
Creating and leveraging HNI Relationships
Interpersonal effectiveness
Managerial effectiveness
Able to multi-task and prioritize

Private Banker Resume Examples & Samples

To build customer relationships in the preferred market segments
To build, maintain and execute on client relationship plans to ensure you fully understand your clients needs and that we hold the primary relationship with our clients
Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio
Protecting our assets through appropriate levels of risk and credit Assessment
Colleague and Personal Development
Obtain and/or maintain the required FAIS appropriate qualification or regulatory examination before the regulatory due dates and ensure that Continuous Professional Development (CPD) hours are maintained at all times
Must have a completed NQF6 qualification listed with the FSB
Must have completed RE5
Five (5) years experience in Financial Services industry
Two (2) years experience in client facing interaction selling wealth solutions

Private Banker Resume Examples & Samples

Thorough knowledge of wealth management business; good knowledge of benefits and features of all Bank products and services
Four year undergraduate degree or equivalent experience with minimum of 6 years experience in the financial sales and/or service industry
Series 6, 7 and 63 or ability to renew or reinstate expired licenses within 6 months of employment (as a condition of continued employment)
Knowledge of the interpersonal and practical application of trust, investments and taxes
Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records

Private Banker Resume Examples & Samples

Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Completed Canadian Securities Course

Private Banker Resume Examples & Samples

190277-Personal Credit Qualification at a working level (no limits)
190278-Personal Credit Qualification at a working level (no limits) and Wealth Management (WM) Working Commercial Qualification with no limits (applicable to Private Banking transactions only)
Able to question, structure and negotiate loan and deposit transactions. Undergraduate University degree or equivalent job-related experience
3 to 5 years banking experience as a relationship manager or as a lender
Basic knowledge of applicable Private Banking, Personal and Commercial credit and non-credit products
Working risk management skills – ability to identify, assess and manage risks, and determine appropriate ways to mitigate and monitor

Private Banker APB Resume Examples & Samples

Secure new business and, or sales acquired through interaction and engagement with current and prospective clients and leads generation
Log and action general queries
Authenticate client requests to access Flexi Reserve funds on their home loans before sending for processing
Manage high risk customer accounts with the credit team
Assist in communication with the client to support managing the referral listings, support reduction in credit risk
Adhere to credit risk standards
Review the portfolio from a compliance perspective

Private Banker / Senior Private Banker Resume Examples & Samples

Structures, negotiates and monitors highly complex lending and/or agreements to include the terms, pricing, special conditions, interest rates for private banking accounts. Prepares appropriate documents and ensures adherence with banking policies and guidelines. May perform underwriting functions as needed
Ensures compliance with banking policies and practices and regulatory statutes
Maintains knowledge of banking products and financial/investment services, as well as knowledge of the industries or market areas served. Keeps abreast of current developments and market trends, to further identify and service the customers needs
Provides technical assistance and training as necessary
Develops and maintains a fair and equitable working environment
This position requires up to 25% travel, which may include flying and/or driving and some overnight stays
Strong knowledge of compliance with federal and state regulations pertaining to commercial/private banking
Extensive knowledge of banking products and services, investments, estate planning and insurance
Strong business development, relationship management and lead generation skills
Must be eligible and meet the requirements under the S.A.F.E. Act
Formal credit training preferred

Private Banker Resume Examples & Samples

Responsible for profitable loan and deposit growth through lead lists, client portfolio and centers of influence to grow market share, as well as retain / grow existing portfolio. Client and prospect calling activity consists of telephone and in person calling
Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying clients’ needs and matching those needs to solutions within the business line & across all business lines of the Bank
Develop financial expertise and familiarity with the bank’s products and services to ensure a superior customer service experience for the client. Provide a service level that consistently exceeds the expectations of the client
Establish good working rapport and creditability with other coworkers. Demonstrate ability to be a value added, complimentary member of the team. Support team selling initiatives, partnership activities, and cross business line referral objectives
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources
Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as all applicable regulatory guidelines
Actively participate in community and business functions/groups to promote the image of the Bank as an integral member of the community, committed to the goals and interests of the community. Establish referral contacts within the community
Initiate new business opportunities for the bank by building and expanding internal and external referral sources

Assistant Private Banker Resume Examples & Samples

Individual contributor competencies as defined in the SG Leadership Model
Knowledge of business processes, standards, policies and procedures
Numeracy
Word, Excel, Powerpoint and other relevant IT skills
Knowledge of regulations applying to the bank, its staff and our clients
Knowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of them
Reliability and attention to detail
Team Player & Collaboration
Exercise good judgement skills to prevent fraud and raise alerts as necessary

Assistant Private Banker Resume Examples & Samples

Provide administrative support to Private Bankers
Responsibilities include completing required paperwork and record maintenance, participating in various projects, responding to client enquiries and providing administrative co-ordination with all areas of the bank and, where necessary, the wider SG Group entities
Provide, and enhance the reputation of the Bank for, providing high quality relationship management
Use time effectively, balancing personal commitment with the use of other resources to deliver a high quality of service
Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes etc
Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place
Work effectively and successfully within the team and corporate framework
Perform all duties in accordance with the principles outlined in the SGPBH Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships
Fully respect SG Policies and Procedures defined locally, at PRIV and at Group Level, in order to control operational risks
Respect of local SGPBH procedures and relevant regulations
Application of IMMUNE and FORCE rules
Must seek management advice in case of doubt

Private Banker Resume Examples & Samples

Relationship Management
You may be identified as the client’s Primary Relationship Manager (PRM) that is assigned to the SPCG Centre professional with the expertise most relevant to the client’s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understand of our client’s needs and will serve as a conduit for referrals to the SPCG Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SPCG service standards regarding proactive contact, central client point of contact for special events, recording and maintaining the Client Contact database and hold and maintain the client’s Financial Plan
Relationship Manager/ Team of Experts
As a Relationship Manager (RM) you are a key member of the Centre’s Team of Experts. You will work closely with the client’s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM/Client Contact database and participating in the client’s annual Financial Plan review process

100

Senior Private Banker Resume Examples & Samples

Build out a truly differentiated HNW wealth and banking proposition that consolidates and simplifies our clients’ finances and provides true strategic insight
Develop consistent processes and operations that make us easy to do business with
Acquire new clients to grow our customer base
Develop and maintain highly effective working relationships with all business partners
Achieve sales, cross sell and manage portfolio (acquisition and migration) to meet revenue targets
Annually, review & segment the portfolio by assigning High, Medium and Low Priority status to connections
Create, maintain and execute a Client Account Plan for each High Priority connection
Contribute to creating an environment that drives high achievement and participate in initiatives to improve the Private Bank culture
Minimum 7 + year’s experience in sales/relationship management roles in banking/financial services
Minimum 3 + years experience in lending and credit
Experience in wealth management or financial advice is desirable
Strong Technical knowledge and experience in growing portfolios via new to bank clients
RG146 Compliant essential
Degree in relevant studies (commerce, economics or business) essential

101

Uhnw Private Banker Team Leader Resume Examples & Samples

Bachelor’s Degree required in Business Management, Finance, and/or related field, MBA preferred
15+ years of experience in Private Banking or the Affluent Market Segment. Preferably 5+ years in a sales management leadership and/or supervisory role
Required licenses: Series 7, 66

102

Private Banker Resume Examples & Samples

Providing financial solutions to meet client needs
Offering a range of services to address clients' requirements
Ensuring conformity with global and market standards of service, regulatory compliance and front-office procedures
Delivering to identified accountabilities recorded in the annual Performance Development Syste
Strong relationship skills
Experience of managing and handling the needs of individuals and families
A background of successfully building client bases
A broad familiarity with the financial services industry
Regulatory knowledge, particularly at a local level
You will also be fluent in another European Language
Application: On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready
CV Review: If you meet the criteria for the role you’ve applied for, a member of our team will be in touch to conduct a short telephone interview to explore your application in greater detail
LI-AM2

103

Private Banker, VP Resume Examples & Samples

Robust understanding of wealth issues and product solutions relevant to affluent clients including financial, estate, and tax planning principles
Demonstrated experience with, and a broad understanding of, personal and commercial financial statements and consumer or commercial lending, inclusive of related policies and procedures
Conversational knowledge of investments, trust, and credit products
Individual must be entrepreneurial and personally driven to succeed in their market and community
Ability to prospect and anticipate needs
Effectively assemble and lead an advisory team of UB partners in addressing client needs
Demonstrated professional competency with 5+ years financial sales experience in the affluent segment and a minimum of 2 years of commercial and/or consumer lending experience
College degree or equivalent work experience
Series 6 & 63 licenses are required (within 180 days of hire, if not at inception); securing a series 65 license as well is preferred
Appropriate state insurance licensing is required (within 180 days of hire, if not at inception)
Successful completion of Cannon Wealth Strategist program or comparable training is required
Proficient knowledge of computer skills
Ability to assess client needs/profile proactively and effectively

104

Private Banker Russian Clients Exclusive Mandate Resume Examples & Samples

Maintain an existing solid Eastern European client base
Step by step establish a trustfull relationship in order to develop the client base
Understand the client's business, propose smart investment opportunities, taylored made wealth management solutions
Manage all legal and compliance aspects
bonus

105

Senior Private Banker & Team Lead Resume Examples & Samples

Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by
Managing a team of Private Banker's, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals
Actively marketing customized Private Banking solutions (Total Wealth Credit Solution) and sophisticated lending and risk management solutions, including; investment lending strategies for diversification or wealth creations, insurance solutions and currency and interest rate risk management
Developing and executing new business strategies at the team level to attract and retain valuable clients
Conducting prospect meetings, skill building sessions, coaching routines to support team objectives
Identifying prospects and referrals from internal and external networks / COI's
Developing commercial credit proposals for new / existing customers and manage approval process
Managing the team's new business pipeline and coach to convert sales opportunities to closed transactions
Maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence
Provide Sales Management leadership to a team by
Leading, coaching and motivating sales team to achievement of profit plan
Broadening knowledge base to ensure sales teams have all service and credit capabilities necessary to promote same to existing and prospective clients
Using observational and results based coaching to ensure the team achieves key financial and developmental goals including executing new client acquisition strategies, identification of additional wealth/banking opportunities and retention of existing high value clients
Lead Portfolio Management and Risk Mitigation by
Negotiating customized or standard Bank terms, conditions, structuring fees/interest rates, documentation, effective and competitive financing proposals with customers, culminating in the closing of transactions
Deepening profitable, mutually beneficial relationships between clients and Private Banking / Scotia Private Client Group / Wealth Management partners
Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth/ultra high net worth clients
Using knowledge of Scotiabank's diverse products and services to anticipate client needs and proactively deliver solutions (including Commercial Banking, Scotia Capital and Retail)
Managing client relationships to ensure that credit facilities and accounts are operating in a manner which is satisfactory to the Bank
Providing oversight and review of commercial credit structured and submitted to Global Risk Management and coach development of (Sr.) Private Banker/Trainee credit writing skills, management of in-house credits within approved limits
Ensuring unit compliance with regulatory activities and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety
Maintain Operational Effectiveness by
Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances
Ensuring workflows and organization plans are efficient and effective
Providing direction, guidance and support to the Manager Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings Sessions
Reviewing recorded client concerns and resolve escalated concerns and issues to ensure that the Bank's Customer Complaint Resolution Process is in place and effective
Manage credit risk management by
Ensuring new credit requests as well as annual reviews are promptly, efficiently and consistently adjudicated
Managing authorized commercial limits for credit applications and ensure timely responses
Conducting thorough evaluation of credit applications; preparing and / or directing the preparation of
Minimum 5 years of commercial lending experience and 10 years banking experience
University degree (BComm, MBA , CFA), in addition to industry courses (eg. CSC, PFP, CFP)
Must be an experienced banker with exceptional interpersonal, leadership and business development skills

106

Private Banker Resume Examples & Samples

8-10 years experience in Wealth Management, preferably with exposure to the Private Banking segment
A strong network in the North Asia segment and an existing portfolio of HNW clients
Strong knowledge and track record in Banking sales with a keen understanding of Financial markets, corporate finance and investments
Strong communication and presentation skills are a must
Be a perfectionist in everything you do (that includes, of course, documentation!)

107

Private Banker Resume Examples & Samples

Build the Business market wide- through attraction & retention of personal clients, expansion of services delivered, collaboration with other BMO offerings, following up on inbound/outbound referrals to successful conclusions and supporting all market wide growth initiatives
Exhibit a solid understanding of the credit risks associated with business lending and customized personal lending to a high net worth client base; demonstrated working knowledge of and adherence to risk management policies/procedures and regulatory, audit and compliance requirements as they relate to banking and credit; demonstrate the ability to conservatively and appropriately manage the risks of the loan portfolio while meeting the needs of the client and the bank
Premier business development skills. Proven track record of expanding the existing portfolio through new client acquisitions by proactively identifying prospective clients, preparing presentations, following up on contacts/referrals, and playing an instrumental role in the procurement of a wide array of banking products and services
Demonstrated responsibility for leading the overall relationship management & service delivery of a Private Banking team, as well as management oversight of the team’s credit and deposit portfolio
Interpersonal and social skills suitable for building strong relationships with affluent clients and prospects
3 - 5 years of similar experience in the high net worth sector of the market
Excellent individual & commercial lending experience, including satisfactory credit awareness, as described above
Ability to work collaboratively in a matrix management framework
Outstanding listening, writing, speaking and presentation skills

108

Private Banker Resume Examples & Samples

Highly self directed assist in setting and achieving personal and achieving team targets for
Revenues
Deliver high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
Be recognised as an expert and influential contact for banking products, credit advice and client queries
Be recognised as an expert and influential interface between the client and other parts of the Barclays group
Discretionary Portfolio Management
Global Investments & Solutions
Wider/cross Group (IB/Corp etc)
Legal and compliance
Senior management & Executive
Provide the client with world class financial solutions
Be able and willing to discuss markets, their issues and opportunities with clients
Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality
The ideal candidate will have excellent relationship skills with experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
The ideal candidate will have experience in controlling and monitoring of risk within a client book
The ideal candidate will have substantial experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers, ultra high net worth customers and asset management
The ideal candidate will have excellent business development and cold calling skills
The ideal candidate will have good management skills and experience of influencing others through direct or indirect management
The ideal candidate will have experience of stakeholder management/matrix management
The ideal candidate will have experience of mentoring and/or managing small teams
Where appropriate , a detailed and up to date knowledge of the relevant International market

109

Private Banker Resume Examples & Samples

Providing innovative and world class financial solutions to meet client needs including
Spanish and/or French speaker preferred but not essential
Strong relationship management experience ideally from a Private Banking background
Client facing experience both internal and external
Must be Retail Distribution Review (RDR) compliant: Investment Advice Diploma (LEVEL 4) or Minimum of Level 1 of the Chartered Financial Analyst program + Investment Management Certificate level 4

110

Private Banker Senior Resume Examples & Samples

Five or more years of financial advisory/sales experience in banking, investment, or insurance products and services, preferably in private banking relationship development
Demonstrated success working with high net worth banking customers
Financial advisory/sales experience in banking, investment, or insurance products and services
Knowledge of Private Financial Group products is beneficial

111

Private Banker Resume Examples & Samples

BA or MBA or 15 years of experience in financial services
Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services
Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients
FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred
Bachelor's degree in Business, Finance, Economics or Accounting preferred
Strong understanding of all products and services applicable to high net worth clients
Superior knowledge of credit policies and procedures, and bank operations policies and procedures
Demonstrated sales and marketing abilities
Represents basic qualifications of the position. To be considered for this position you must at least meet the basic qualifications
LI-IR1

112

Private Banker Resume Examples & Samples

Strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
Experience in controlling and monitoring of risk within a client book
Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management
Being Retail Distribution Review (RDR) compliant: Investment Advice Diploma (IAD) (LEVEL 4) or Minimum of Level 1 of the Chartered Financial Analyst (CFA) program + Investment Management Certificate (IMC) level 4

113

Private Banker Resume Examples & Samples

Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
The candidate will have strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
The ideal candidate will have significant experience in the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management
The ideal candidate will have excellent business development/cold calling skills

114

Private Banker Resume Examples & Samples

Develops and maintains a portfolio of important revenue generating client relationships
Delivers to defined Private Banking segments based upon object and sound personal financial planning and financial advisory concepts
Generate external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships
Provides lending services to Private Banking clients, and is responsible for loan recommendation and structuring negotiations with the borrower and internal officers
Responsible for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate approval authority
Gather and analyzes financial statements of prospective borrowers and makes recommendations to Senior Lenders/Credit Concurrence Officers regarding approval
Ensures loan agreements are complete and accurate according to policy and assures timely loan closing and funding activities
Negotiates terms and conditions of loans with clients
Maintains current financial statements on borrowers & guarantors and prepares comprehensive credit files
Responsible for managing risk within the loan and deposit portfolios by closely monitoring delinquencies, overdrafts, documentation and other signs of credit deterioration
Actively monitors loan portfolio to ensure credit quality within the current and prospective loan portfolio
Works closely with clients to identify financial needs through the preparation of financial, tax, and estate plans and provide appropriate solutions
Accountable for attainment of goals set forth by management for growth in loans, deposits, wealth management fee income, financial plans, tax plans, and estate plans
Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business
Promotes and cross-sells other establishment products and services as appropriate to customer requirements
Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools Is active in community and professional groups as a means of potential customer acquisition
Attend sales meetings
Attend board meetings
Attend required training sessions for improved expertise and satisfying licensing requirements
Bachelor’s degree, preferably in finance, post graduate study in the banking field
Minimum least six to eight years related experience and/or training
Chartered Financial Analyst designation or Certified Public Account designation may be a substitute for related experience
Language Skills Ability to communicate effectively orally and in writing using the English language; Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations; Ability to write reports, business correspondence and procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference; Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations
Reasoning Ability Ability to define problems, collect data, establish facts, and draw valid conclusions; Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Computer Skills Ability to learn or knowledge of Microsoft Office products including Microsoft Word, Excel, Access and Powerpoint; Ability to learn or knowledge of Outlook email program as well as job specific applications for Sales Tracking and expense reporting
Other Skills and Abilities Highly motivated; Self starter; Excellent sales skills required; excellent interpersonal skills; Ability to work autonomously
Certificates, Licenses, Registrations Series 7 - General Securities; Life and Health licenses for the state(s) where business is conducted. Certified Financial Planners designation required within a three year period after hire in this position

115

Director & Senior Private Banker Resume Examples & Samples

Establish Sales pipeline
Meet or exceed establish yearly portfolio revenue targets
Manage client journeys/experiences in collaboration with the Banking Agent (day-to-day client satisfaction)
Establish client relationship built on trust
Structure complex credit demands
Develop National Bank's high-net-worth (HNW) client market
Help grow the Bank's share of wallet and increase profitability by selling banking solutions to specifically identified clients, in line with their profile and needs
Develop strategic action plans with clients that are tailored to their situation, and oversee their applications
Be responsible for the sustainability and profitability of the relationship with your clients and of your clients' portfolios
Involve the appropriate specialist/parties in the relationship, when required, to properly meet client needs
Rigorously apply processes and procedures, in order to properly analyze client needs and establish an integrated and profitable financial strategy with them
Oversee the implementation of action plans by integrating the interventions of the specialists at the Bank applications
Interpret financial data in sophisticated analysis systems and submit financing and credit renewal applications
Negotiate terms and conditions for authorized credit applications, ensuring they meet risk management standards and established profitability criteria’s
Offer exceptional customer service, through speed, accessibility and competency
Bachelor's degree in a related field and six (6) years' relevant experience, or Master's degree in a related field and four (4) years' relevant experience
PFP Licence is a great asset
Mutual Fund Representative License, CSC, CFP are considered an asset
Sound knowledge of banking products, lending and services in both personal and commercial banking
Proven Business development skills
Established referral network of the local market
Exceptional customer service, sales, and negotiation experience
Good interpersonal skills with the ability to build strong relationships
Accessible, convenient, proactive, client centric, agile and accountable
Leadership, autonomy, perseverance, teamwork
Exceptional English oral and written communication skills
French and/or any other language knowledge is an asset

116

Private Banker APB Bruma Resume Examples & Samples

To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your portfolio
To secure new business through interaction and engagement with current and prospective clients and leads generation and ensure new clients are fully on boarded
To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio
Prepare weekly for performance discussions with Manager Sales and Service to review client contact plans, client relationship plans, opportunities, successors and support required
Ensure transparency and open dialogue between credit and the client by communicating the client’s requirements, by means of properly motivated and well-articulated motivations with the required supporting documents and giving feedback on the banks’ position regarding these requirements
Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilisation of the prescribed systems
Keep abreast of developments in the industry/sector to ensure adequate client service and to support potential risks and or opportunities
Complete the relevant Compliance, Risk and System, Product and role fundamental training as per the Private Bank Minimum Training requirements

117

Private Banker APB Sandton Resume Examples & Samples

To build, maintain and execute on client relationship plans to ensure you fully understand your clients’ needs and that we hold the primary relationship with our clients
Ensure retention of clients in within acceptable targets and apply remedial actions where appropriate
Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition
Co -Manage high risk clients’ accounts in collaboration with Credit Operations (Credit Lending, Existing customer Management and third Party Management) and Regional Credit Consultant by assisting with liaison between credit and the client
Assist with the development of high quality credit client solutions which are both practical and appropriate (i.e. lending structures) for clients by influencing credit with knowledge on the client’s requirements as well as business and industry related knowledge
To act as backup for other Private Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management
Obtain and/or maintain the required FAIS (Financial Advisory and Intermediary Services Act) appropriate qualification or regulatory examination before the regulatory due dates and ensure that Continuous Professional Development (CPD) hours are maintained at all times

118

Private Banker Resume Examples & Samples

Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions
Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services
Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value
Builds and maintains a portfolio mix of targeted high value and high potential clients. Other duties as directed by leadership

119

Private Banker Resume Examples & Samples

Take complete ownership of and accountability for the branch as a stand-alone business
Manage the outlet infrastructure both internally and externally, the overall appearance including the equipment, devices, signage and merchandise
Understand and implement local market strategies to maximise opportunities and business profitability. Use market intelligence to meet and exceed the market needs
Compile and communicate an effective action plan for the branch which is understood and actioned by all staff
Distribute revenue targets and develop the means of achieving them by deploying local tactics to meet business expectations, by product and by individual
Monitor performance metrics
Lead performance dialogues with branch team
Lead problem solving with branch team on how to improve sales performance
Take ownership of annual sales plan
Lead and take ownership of campaign objectives and specificities
Take part in sales activities and promote a culture of sales proactivity
Provide clear direction to branch staff on the business objectives, translating and prioritising these into business performance measures at branch and individual level
Understand and provide clear direction to the branch based on market analysis of local area consumer trends and competitor offerings
Identify opportunities for branch team to grow the business based on local market opportunities
Live the Values through visible demonstration of required behaviours
Ensure that the branch achieves Absa’s transformation objectives e.g. Financial Services Charter (FSC), Code of Good Practice (CoGP) and Black Economic Empowerment (BEE)
Own the customer experience within the branch and instil a culture where customer complaints are resolved at first point of contact
Help people achieve their ambitions in the right way by demonstrating customer focused behaviour through the purpose and values of the organisation
Drive customer focused behaviour in the branch by role modelling great customer service
Mitigate and manage risk, frauds and losses in the branch by ensuring policies and procedures are consistently applied and embedded
Be the local face of Absa by being visible and available in the branch and the community
Develop the external market and community profile needed to maximise local marketing opportunities
Link community initiatives to both business opportunities and colleague events
Promote community agenda within the branch
Ensure compliance with Absa policies, legislation and regulations and that all staff compliance training and attestations are in place
Perform people management functions, including but not limited to

120

Private Banker Durban City Resume Examples & Samples

Be the clients main contact point for all Private banking needs
Proactively contact the portfolio of assigned customers to discuss their financial needs
Complete detailed assessments of client needs for banking products, financial planning and estate planning
Take instructions from clients to link or delink accounts to their internet banking or other profiles
Manage portfolio of clients from a business and risk perspective
Assist with the development of high quality credit client solutions which are both practical and appropriate for clients
Drive the credit review process
Submit applications to credit by completing comprehensive, high quality call reports
Action credit reports or listings by contacting clients to rectify excess amounts
Complete a monthly analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Regional Manager if actions are required for identified clients
Analyse sales achieved against targets agreed on a monthly basis for new and existing clients

121

Assistant Private Banker Resume Examples & Samples

Is responsible for providing support to one or more Senior Private Banker(s) / Directors in developing, managing and retaining client relationships with high net worth individuals as part of a member of a team of private bankers who are focused on one or more target segments
Responsible for maintaining the operation capabilities of the existing accounts( i.e. static data)
Actively assisting in developing the clients relationships to their full business potential

122

Private Banker Resume Examples & Samples

Maintain and develop client relationships, exploring opportunities to provide additional credit and non-credit services. Seek to become trusted advisor through regular client contact and relationship building
Serve as Client’s primary internal resource as it relates to relationship and credit needs
Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate
Interact with other team members (Wealth Advisor, Market Manager and Credit) to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of Pre-screen & relationship strategy meetings
Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit
Present deals at Loan Committee and any necessary pre-meetings
Collaborate with Wealth Advisor/Market Manager as part of a team to ensure delivery of superior client service
Complete necessary analysis and documentation to achieve credit actions related to Private Banker’s existing portfolio (e.g., structure, waivers, and modifications)
Complete portfolio responsibilities including portfolio reviews, renewals, oversee timely preparation of Team’s portfolio responsibilities including portfolio reviews (quarterly and annually), Credit Review, 5 Risk Rated, CAMP, etc
Serve as resource for the Credit Portfolio Manager in preparation for portfolio review meetings and will actively communicate knowledge of the risk points within portfolio
Responsible and accountable for the risk rating accuracy and risk identification on assigned portfolio. Seek to actively keep informed of changes to policy and procedure that will impact portfolio (credit policy, risk rating framework, regulatory, compliance requirements)
Quarterback to drive deals through the underwriting and closing process
Min. 7 years in banking
Minimum of 5 years of experience as RM including experience in underwriting, structuring, loan closing, documentation, and portfolio management
Master loan structuring to effectively mitigate risk
College Degree / Business, Finance, Accounting, Real Estate, Economics preferred
Ability to identify risk within credit requests
Proficient in Microsoft Office products with advanced knowledge financial analysis and modeling

123

Senior Private Banker Resume Examples & Samples

Bachelor's degree in business administration or a related field and six (6) years of relevant experience as a banker (small business and standard credit), or a Master's degree in a relevant field and four (4) years of related experience
Mutual Fund Representative (MFR) designation is an asset
Proven business development experience
Full-service brokerage experience is an asset
Independence and risk management
Demonstrated interest in sales and high level of confidence regarding skills in this area
Willingness to be away from the office 5-10% of the time
Ability to work autonomously and without daily supervision
Knowledge of Mandarin and/or Cantonese is an asset

124

Asset Management Gwm-uhnw Private Banker VP Based Resume Examples & Samples

The Banker's primary responsibility is to prospect and acquire new clients as well as new assets from new and existing Ultra High Net Worth clients focused in Switzerland
There will also be responsibility for maintaining and further developing a book of existing business
Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor)
Ensure that the proposed solutions maximize the clients’ needs, goals and objectives
More than five years’ experience working with Ultra High Net individuals and families residing in Switzerland and a specific expertise in UK Resident-Non-Domiciled Clients
Enthusiasm, appetite and proven experience in business development and client acquisition from cold calling and personal networks
Languages: Fluency in English and French is mandatory. Any additional language such as Italian, German or Spanish would be an asset
All candidates will be required to present a Business Plan

125

Private Banker Resume Examples & Samples

Develop and manage a portfolio of high profile/high net worth clients, handling deposits needs, consumer lending needs, comprehensive financial profiling and acting as a liaison to other internal product partners – commercial lenders, trust, retail banking partners and investment counselors
Provide a complete financial diagnosis on clients by analyzing all of the financial data obtained with a Financial Needs Assessment –Utilize financial statement analysis skills to advise the client of the options and opportunities available for them to achieve maximum performance of their assets and liabilities. Expose them to the proper delivery channel consistent with their needs by acting as a referral partner with Old National's various lines of business
Network with high profile potential clients to bring in new relationships and accounts. Network in the market through involvement in the community and related organizations
Coordinate/lead delivery of all banking products to the client by working with support staff to deliver documents in a timely manner
Bachelors Degree or equivalent working experience
Minimum five years banking experience which includes a minimum of three years sales and business development experience with high net worth clients
Prior experience managing day to day operations including ability to achieve established goals (checking, savings and CD , investment , mortgage and trust)
Must be able to read and interpret documents such as loan documents and credit reports
Extremely professional with the ability to interact with clients and associates at all levels
Prior high level community involvement necessary (board memberships, organization affiliations, etc)
Willingness and ability to meet with clients and other banking partners at locations convenient for them

126

Senior Private Banker Resume Examples & Samples

Extensive interaction with high-net-worth bank customers and greater private banking strategies and responsibilities
Regular interaction with bank customers and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve
Routine interaction with the Commercial and Retail Banking staff, Loan Review, Compliance and others as needed
Make and service all types of private banking loans to high-net-worth individuals and their business interests in and around the communities we serve
Develop strategies to market and deliver private banking services to high-net-worth individuals
Analyze complex credits and prepare clear, complete written and oral presentations
Coordinate the cross-selling of various products and services (such as Trust and Investment products) offered by other lines of business to ensure timely and efficient delivery to private banking customers
Act as a conduit and referral source to our trust department as a continuum to our wealth management goals as outlined in our mission statement
Serve as trusted advisor for business people in the community
Acquire appropriate balance of deposit and fee relationships with all loan relationships in order to meet personal and business needs of clients
Effective monitoring, administration and maintenance of existing private banking portfolio in accordance with Bank’s standards
Perform sales activities to develop new relationships with high-net-worth clients
Maintain credit quality in accordance with Bank guidelines
Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
Implement bank-directed policy and changes relating to regulatory amendments
Ensure proper loan documentation is prepared and monitor and eliminate exceptions in a timely manner
Involvement in various community activities and organizations to enhance the position of the bank
Bachelor’s Degree in Business, Finance or other related field
Masters degree or equivalent work experience preferred
Minimum 7-10 years of increasing responsibility within the Private Banking and Wealth Management sales function with proven results over time and proven ability to continually develop new banking relationships
Strong analytical ability with effective written and verbal communication skills required
Previous management experience in banking preferred
Thorough knowledge of Federal and State regulations covering banking activities
Subject to SAFE Act Registration Requirements

127

Private Banker, VP Resume Examples & Samples

60% - SALES, MARKETING AND BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION)
20% - RELATIONSHIP MANAGEMENT
20% - RISK MANAGEMENT

128

Private Banker, VP Resume Examples & Samples

60% - SALES, MARKETING AND BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION) Private Bankers develop and execute marketing and sales strategies to attract, deepen and retain a profitable portfolio, engaging internal the Bank partners as well as external centers of influence. Act as consultative bankers and trusted client advisors focusing on maximizing profitability and identifying cross-sell opportunities. Implement defined sales processes with prospective and existing clients, from comprehensive discovery meetings to solution delivery. Actively create and pursue business development opportunities through client engagement at the convenience of the client., Cultivating a reputation for superior service, Private Bankers are expected to engage in comprehensive discovery meetings and frequent face-to-face customer interactions to develop deep customer knowledge that enables them to act as consultative bankers and trusted client advisors. Private Bankers establish and maintain excellent working relationships with appropriate business partners (e.g., Wealth, Mortgage, and Business Banking) to facilitate cross-sell partnership and deliver comprehensive, holistic solutions to clients. They are expected to monitor, maintain, and update sales activity, pipeline, and other pertinent information using sales management tools – in alignment to achieve quarterly and annual revenue production goals
20% - RELATIONSHIP MANAGEMENT Private Bankers provides full-service banking to high value customers and oversees a portfolio of simple and/or customized packaged-product account relationships. They are accountable for balanced portfolio growth, portfolio profitability, and overall portfolio retention. They manage relationships in the affluent market by appropriately and proactively addressing the changing needs of the client identified through regular review and refinement of the client's customized wealth management strategy. This strategy, derived from an initial in-depth discovery meeting and sales presentation, reflects the Private Banker's deep client knowledge and trust fostered through regular discussions and face-to-face interactions. It often includes cross-sales and partnership with appropriate bank experts (e.g., brokers, trust officers, and specialized credit officers). Private Bankers make themselves accessible to clients and stay current on client activities through regular visits and travel throughout their sales territories. They educate their clients on new products and services and present new opportunities for balanced growth and risk mitigation based on sound financial principles. Additionally, Private Bankers are required to be involved in community activities as they strive to serve their communities by understanding where need exists and how we can make the best contribution. This is part of the responsible and committed corporate citizenship that is a hallmark of the Bank
20% - RISK MANAGEMENT Private Bankers monitor and manage their portfolios to assess and minimize risk as it relates to credit and operations. They follow up with appropriate measures, adhering to the Bank's policy and guidelines; and consult with operational resources to proactively identify and mitigate operational risk in the servicing of their client portfolio

129

Private Banker Resume Examples & Samples

Maintain an organized and consistent calling effort to build a strong network, develop a pipeline of opportunities, and achieve personal and departmental sales goals
Follow up in a persistent manner in bringing sales opportunities to a close
Negotiate and underwrite commercial and personal loans
Identify opportunities for cross-selling and referrals to other areas of Fidelity Bank
Frequently communicate with the Director of Private Banking regarding client interactions and workflow
Participate in community affairs to increase the bank’s visibility and enhance new business opportunities

130

Private Banker Resume Examples & Samples

Responsible and accountable for new strategic relationship acquisition and resulting new business generation. Prioritize internal and external new business development efforts
Execute strategies for profitable growth of deposits, loans, fees and Personal Asset Management as well as selling bank products and services
Active development and communication of CRM (Client Relationship Management) strategy to drive prospecting and relationship growth for Personal Advisory Services. Participate in and oversee the execution of the CRM strategy including direct calling and networking
Responsible for tracking of net loan & deposit growth, increase in banking fee revenue, Personal Asset Management & Fee Revenue and New Client acquisition
Manage the pipeline to achieve Personal Advisory & Scorecard goals
Maintain and develop strong relationship with internal departments (i.e. Executive Management, Commercial Banking, Asset Management and other cross-sell partners)
Provide insight to the Personal Advisory Services Business Manager for business unit reviews
Private Banker will participate in Pre-screen and relationship strategy discussions with the Wealth Advisor, Credit Portfolio Manager, Investment Advisor and Private Banker. Interface with Credit Portfolio Manager to keep apprised of any issues that arise with the advancement of a credit request
Uphold active market presence within the community and industry associations with the purpose of promoting The PrivateBank and Personal Advisory Services while cultivating potential prospects and referral sources

131

Senior Private Banker Resume Examples & Samples

Identifies, develops and manages profitable and highly complex private banking and non-banking account relationships. Analyzes financial, tax and credit needs of the customer and presents creative solutions. Identifies opportunities to actively cross-sell all products and services as appropriate. Facilitates presentations to prospecting trust/wealth customers
Strengthens and effectively manages existing private banking account relationships through assessment of the customers financial, tax, credit and depository needs, providing financial advice or creative solutions and ensuring appropriate banking products and services are provided for profitable growth of the account
Implements a strong trust/wealth business development program and financial strategy/structure to ensure growth and alignment with the Bank's marketing strategy
Develops and maintains an engaged and accountable workforce
Comply with all related Federal, State and industry laws and regulations pertaining to banking
Ability to effectively lead and direct a small team
Expert Knowledge of and experience in financial services, commercial and/or private banking loans, deposits, lending techniques and practices
Excellent communication, interpersonal, consultative sales and presentation skills
Excellent organizational, problem solving, credit analysis and negotiation skills
Ability to effectively communicate and make effective presentations to prospective and existing trust/wealth customers, banking officials and community leaders
Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment

132

Private Banker Resume Examples & Samples

Requires knowledge of local networks with expertise and pipelines in assigned markets/territories
Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently
Working knowledge of banking products and procedures, consumer and commercial credit structuring

133

Private Banker West Africa Resume Examples & Samples

Extensive and proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the African UHNW market
Strong IT skills including Excel and Word
Creative and innovative
FSA registration preferred for London based Competencies
Drive and Determination
Innovation
Commercial Awareness

134

Private Banker Resume Examples & Samples

Extensive and proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Russian & CIS UHNW market
Fluent Russian (written and spoken)
CFA or equivalent preferred

135

Private Banker Mena Resume Examples & Samples

Extensive years experience in UHNW Private Banking or Investment/Corporate Banking, specifically covering the MENA UHNW market
Specific experience of managing Saudi clients at an UHNW level
At least 5 years experience in developing relationships with HNW and UHNW clients
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Experience in working on teams and influencing diverse resources and stakeholders Skills
Fluent English. Arabic (written and spoken) is a plus
CFA or equivalent an advantage Competencies
Strong business acumen and results orientation
Drive and determination
Team player with team spirit
Strong ethical values

136

Trusted Senior Private Banker Resume Examples & Samples

Tertiary qualification in any of the following: Business, Master of Business Administration, or Certified Financial Planner
Strong banking & relationship management background
Demonstrated experience as a trusted advisor who is able to represent clients’ interests and evolving needs
Deep technical expertise and knowledge of the investment and wealth industries
Comprehensive understanding of markets & investments experience
Well established client networks in the market

137

Senior Private Banker & Team Lead Resume Examples & Samples

Managing a team of Private Banker’s, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals
Identifying prospects and referrals from internal and external networks / COI’s
Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, Scotia Capital, etc)
Managing the team’s new business pipeline and coach to convert sales opportunities to closed transactions
Engaging and informing the designated Team of Experts as to changes in client information and priorities
Developing and obtaining agreement on individualized development plans to close any competency gaps
Determining the assignment of client relationships and allocation of account loads
Establishing and monitoring performance objectives and measures, and providing timely performance (& non-performance) feedback with regards to roles, tasks and expectations
Effectively utilizing and developing staff to fill the needs of Private Banking Centre and longer term requirements of the Bank
Deepening profitable, mutually beneficial relationships between clients and Private Banking / Scotia Wealth Management partners
Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions (including Commercial Banking, Scotia Capital and Retail)
Reviewing recorded client concerns and resolve escalated concerns and issues to ensure that the Bank’s Customer Complaint Resolution Process is in place and effective

138

Private Banker Resume Examples & Samples

Acts as the principal account and relationship manager for new and existing clients
Maintains a high level of client satisfaction by generating, managing and servicing a portfolio of clients
Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments
Calls on existing relationships to review portfolios and makes recommendations as needed
Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment
Cross sell other bank products
Typically requires a Bachelors and 2+ plus years of directly related experience
Full use and application of standard principles, theories, concepts, and techniques

139

Private Banker Resume Examples & Samples

Promote banking and lending capabilities through education, consultation with advisors and guidance to clients
Serve as Client’s primary internal resource as it relates to banking needs
Collaborate with Referral Partners and Market Manager as part of a team, make financial recommendations on banking and lending products to clients and prospects, and ensure delivery of superior client service
Establish a reputation of execution and excellence with key Referral Partners. Instill confidence to fully develop the banking opportunities with their clients
Coordinate business development and service processes with Referral Partners. Manage partner expectations throughout relationship and service cycle
Serve as resource for the team Credit Portfolio Manager in preparation for portfolio review meetings and actively communicate knowledge of the risk points within portfolio
Maintain active in industry events to maintain current market knowledge and client relationships
Collaborate with Underwriting and Middle Office to fulfill client requests and due diligence requirements
Develop and maintain pipeline reports on an ongoing basis
Min. 5 years in banking
Minimum 2-3 years of experience as RM I including experience in underwriting, and portfolio management
Demonstrate ability to structure deal/term sheet
Ability to produce LP with minimal oversight

140

Private Banker Resume Examples & Samples

Excellent relationship building skills and ability to leverage off opportunities with absolute client focus
Sound experience in banking with in depth knowledge of financial markets
Keen interest and prior experience with investment products
Authorised Financial Adviser preferred qualification (set standards within National Certificate in Financial Services Level 5, or other approved relevant qualification)
Degree qualified in Commerce, finance or economics preferred
Excellent communication, presentation & networking skills
Credit skills – all residential & commercial excluding development (not business but individual credit)

141

Private Banker Resume Examples & Samples

Promote banking and lending capabilities through consultation with advisors and guidance to clients
Promptly respond to inquiries from clients and Referral Partners to ensure service quality expectations and responsiveness is being met or exceeded
Coordinate with middle and back office to ensure client requests are executed in a timely manner
Develop and maintain pipeline reports for the team on an ongoing basis
Min. 2 years in banking desired

142

Senior Private Banker Resume Examples & Samples

Extensive experience in relationship banking or advice
Exceptional understanding of Wealth & Investments experience
Exceptional banking & relationship management background
Strong Leadership & management experience
Exceptional communication skills with clients & staff

143

Private Banker Resume Examples & Samples

Extensive and proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Central European UHNW market
Fluent Polish or Czech (written and spoken) preferred but not essential
FCA registration preferred

144

Trusted Private Banker Resume Examples & Samples

Strong relationship banking/advice experience
Proven Leadership & management experience
Strong understanding of Wealth & Investments experience. Strong banking & relationship management background
Results oriented with strong ability to deliver outcomes. Ability to work and contribute to the objectives of a wider team. Strong communication skills with clients & staff
Diploma in Financial Planning preferred
Mandarin or Cantonese language skills

145

Private Banker Resume Examples & Samples

Working on your own volition to achieve personal objectives and assist in achieving team targets for: new clients/ assets/ revenues
Becoming a ‘go to’ person within the team and key contact for banking products, credit advice and client queries
Being the key interface between the client and other parts of the Barclays group, including but not limited to Wealth Advisory, Discretionary Portfolio Management and the Investment Advisory teams
Discussing markets, their issues and opportunities with clients
Utilising the banker toolset and systems platforms and challenge current standards to continuously improve quality
Being RDR level four (min)/ six (desired) compliant
Having strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
Being effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
Delivering high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
Having experience in controlling and monitoring of risk within a client book
Having excellent market exposure and multi-disciplined private banking expertise and excellent business development/cold calling skills
CV Review:If you meet the criteria for the role you’ve applied for, a member of our team will be in touch to conduct a short telephone interview to explore your application in greater detail

146

Private Banker Resume Examples & Samples

Develop financial expertise and familiarity with Associated’s products and services to ensure a superior customer service experience for the client. Provide a service level that consistently exceeds the expectations of the client
Actively participate in community and business functions/groups to promote the image of Associated as an integral member of the community, committed to the goals and interests of the community. Establish referral contacts within the community
Initiate new business opportunities for Associated by building and expanding internal and external referral sources

147

Private Banker Resume Examples & Samples

Interact with other team members (Market Manager, Portfolio Manager, Wealth Advisor and Credit Risk) to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of Pre-screen & relationship strategy meetings
Complete portfolio responsibilities including portfolio reviews, renewals, oversee timely preparation of Team’s portfolio responsibilities including portfolio reviews (quarterly and annually), Credit Review, 5 Risk Rated, etc
Serve as resource for the Portfolio Manager in preparation for portfolio review meetings and will actively communicate knowledge of the risk points within portfolio

148

Private Banker, Assistant VP Resume Examples & Samples

Monitor and manage portfolio to assess and minimize risk as it relates to credit and operations. Follow up with appropriate measures adhering to the Bank’s policy and guidelines
Proficient knowledge of computer skills required
Strong sales and service orientation
Ability to prospect, anticipate needs and close sale

149

Private Banker, Assistant VP, La Costa Resume Examples & Samples

Act as consultative banker and trusted client advisor, anticipating needs relative to mass affluent market segment to ensure maximum profitability and cross-sell opportunities are met
Implement defined sales process with prospective and existing clients
Conduct discovery meetings, prepare presentations, follow up on client contacts and implement solutions through delivery of comprehensive UB products and services in alignment with client needs
Strong interpersonal and relationship management skills with demonstrated aptitude for sales

150

Private Banker Resume Examples & Samples

75% - SALES, BUSINESS DEVELOPMENT, RELATIONSHIP MANAGEMENT, MARKETING AND NEW ACQUISITION
Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client’s personal credit needs and requests
Consult with operational resources to proactively identify and mitigate operational risk in the servicing of client portfolio

151

Private Banker, Assistant VP, Harbor View Resume Examples & Samples

Engage mass affluent clients on value and opportunity related to growing their relationship with the Bank
Demonstrated professional competency with 4 to 6 years financial sales experience in affluent segment
Robust understanding of wealth issues and product solutions relevant to affluent clients including financial, estate and tax planning principles
Communicate effectively with clients of varying levels of business and financial sophistication

152

Private Banker, Assistant VP, San Roque Resume Examples & Samples

Develop and execute marketing and sales strategies to attract, deepen and retain a profitable portfolio, engaging internal Union Bank partners as well as external centers of influence
Minimize attrition risk through proactive and disciplined call program with regularly scheduled face to face meetings
Respond to problems clients may experience and ensure proper handling of service requests balancing risk and opportunity
Ability to assess client needs and proven client interviewing skills

153

Private Banker, Assistant VP, Sunny Hills Resume Examples & Samples

Effectively assemble and lead advisory team of UB partners in addressing client needs
Accountable for balanced portfolio growth, portfolio profitability and overall portfolio retention
Provide advice and solutions based on sound financial principles leveraging considerable resources and expertise within the bank
Demonstrated experience with broad understanding of personal and commercial financial statements and consumer or commercial lending

154

Private Banker, Assistant VP, Adams Avenue Resume Examples & Samples

Achieve quarterly and annual revenue production goals
College degree or equivalent work experience preferred
Series 6 & 63 licenses or series 65 license is preferred as well as appropriate state insurance licensing; however, candidates can also enter into Licensed Banker program if not already licensed

155

Private Banker Resume Examples & Samples

Develops new business through identifying and calling on existing or prospective customers; promotes and cross-sell Bank’s services; works with Bank operation areas to ensure that quality service is provided. Serves as relationship manager is delivery of products and services across departmental and divisional lines
Monitors and manages existing credit relationships, coordinating with credit services, loan operations, Private Bank Underwriting and Credit Risk Management for preparation of annual reviews, commitment reports for note renewals, review and analysis of current financial statements and collateral valuations, credit analysis; monitor asset quality and compliance with policy/regulation
Negotiates loan proposals; analyzes and evaluates credit requests; coordinates with Credit Risk Management and Private Bank Underwriting in preparation of commitment reports, recommends appropriate credit grade; makes oral presentation to loan committee; implements approval or declination action
Participates in community and professional activities in order to enhance Bank’s image and expand personal network of business contacts for development of new business
Comprehensive knowledge and understanding of lending practices and loan documentation, and loan servicing requirements
Extensive knowledge of accounting principles and practices
Demonstrated capacity to sell products/services within the financial services industry
Extensive understanding of credit underwriting, documentation, loan policy, and regulations
Extensive knowledge of financial analysis including ratio and trend analysis and projections
Specialized knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services
Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
Good PC skills including knowledge of word processing and spreadsheet applications

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