Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Title: Wealth Management Private Banker
Job Location: Fremont, CA
Hiring salary range: $86,415.04 - $117,487.07 annual
Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2022 and for the past twelve consecutive years, Fremont Bank has an immediate opening for a Wealth Management Private Banker in Fremont, CA.
Position Overview
The Wealth Management Private
Banker will partner with branch managers & associates, financial
advisors and commercial & residential loan officers to provide the best
financial advice on products and services to clients. They will acquire new
high value clients and deepen existing client relationships by assessing
deposit, lending and investment needs.
Role and Responsibilities
Minimum Qualifications
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0 Private Banker jobs found in San Jose, CA area