Private Banking Manager jobs in Saint Louis, MO
Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Private Banking Manager jobs
Relationship Manager, Private Wealth
- CIBC Private Wealth Advisors, Inc.
-
Madison, IL
FULL_TIME
- We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com The Relationship Manager position is accountable to grow direct revenue for the organization; to retain client relationships through high touch service; and to grow the business within a targeted high net worth client group in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization. The incumbent is responsible to build the client base through networking, community involvement and strong relationship management. Responsibilities: Manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization. Build and enhance the portfolio by acquiring new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. This includes working in collaboration with the Business Development Officer and establishing a high and positive profile within the market. Ensure profitability of the business by supporting revenue achievement, controlling expenses, reviewing profit performance and taking corrective action as necessary. Demonstrate behaviors that delivers an exceptional service culture, supports partnering behavior, and capitalizes on individuals’ expertise and knowledge of investment and wealth advisory services to provide “best in class” service and overall relationship management to high net worth clients. Support business development efforts and client servicing by actively participating in client events. Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with requirements. Qualifications: Bachelor’s degree and/or MBA, CFA, CPA, CFP, JD 10 years experience in portfolio management, personal tax, wealth management, financial planning Comprehensive knowledge of investment and wealth advisory products and services Well developed investment knowledge and expertise with strong understanding of markets sufficient to respond to detailed and complex inquiries from sophisticated and knowledgeable high-net worth clients Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value relationships Well developed relationship management skills to make persuasive recommendations to and serve the needs of sophisticated clients Superior communicator with credibility and confidence to present in small or large group settings Excellent writing skills sufficient to prepare professional proposals and presentations Advanced negotiating and influencing skills required to identify opportunities to develop new business from external contacts and existing clients Developed sense of judgement, professionalism and service orientation Sound operations, regulatory and risk management knowledge California residents — your privacy rights regarding your actual or prospective employment What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. Job Location IL - 181 W Madison Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business Development, Financial Advising, Investment Planning, Investment Policy, Portfolio Management, Relationship Management, Results-Oriented, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
- 13 Days Ago
Vice President, Credit Portfolio Officer (Retail Banking Risk Management)-Hybrid
- Citi Private Bank
-
Fallon, MO
FULL_TIME
- Vice President, Credit Portfolio Officer (Retail Banking Risk Management) will be responsible for leading Risk Management analytical activities including credit review, development and maintenance of ...
- 2 Months Ago
Operational Risk Manager - C12 - Hybrid
- Citi Private Bank
-
Fallon, MO
FULL_TIME
- The Originations Mortgage Control Oversight (OMCO) Operational Risk Manager provides full leadership and supervisory responsibility for their team within Mortgage Fulfillment. Provides operational/ser...
- Just Posted
Product Manager - Machine Learning/Data Scientist, Apps Dev Tech Lead (Hybrid)
- Citi Private Bank
-
Fallon, MO
FULL_TIME
- The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the T...
- 2 Months Ago
Specialized Banking Product Manager
- Enterprise Bank & Trust
-
Bridgeton, MO
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
- 16 Days Ago
Specialized Banking Product Manager
- Enterprise Bank & Trust
-
Maryland, MO
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
- 14 Days Ago
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0 Private Banking Manager jobs found in Saint Louis, MO area
Associate Product Manager-Cash and Banking
- EDWARD JONES
-
Saint Louis, MO
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
- 4/24/2024 12:00:00 AM
Client Service Associate, Private Wealth
- CIBC
-
Saint Louis, MO
- Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedi...
- 4/24/2024 12:00:00 AM
Paralegal
- Vivos Holdings
-
Overland, MO
- The Paralegal is responsible for providing administrative support to the Legal Department. This position requires excell...
- 4/24/2024 12:00:00 AM
Staff Accountant
- Community Impact Network
-
Saint Louis, MO
- Job Description Job Description Job Title: Staff Accountant Reporting to: Chief Financial Officer Location: Wellston, Mi...
- 4/22/2024 12:00:00 AM
Insurance Sales Agent - Customer Service
- Freeway Insurance Services America LLC
-
Granite City, IL
- Sign-On Bonus Opportunity of up to $1,000* Pay Range: $15 - $17 / hour Our Perks: Unlimited/Uncapped commission Lucrativ...
- 4/21/2024 12:00:00 AM
Financial Representative - St. Louis, MO
- Fidelity TalentSource LLC
-
St. Louis, MO
- Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the br...
- 4/20/2024 12:00:00 AM
Project Finance / Renewables Investment Associate
- Spencer Ogden
-
Saint Louis, MO
- Job Title: Renewables Investment Associate Location: St. Louis, Missouri Job Description: We are seeking a motivated and...
- 4/20/2024 12:00:00 AM
Insurance Sales Agent - Customer Service
- Freeway Insurance Services America LLC
-
Fairview Heights, IL
- Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bon...
- 4/20/2024 12:00:00 AM
About Saint Louis, Missouri
St. Louis (/seɪnt ˈluːɪs/) is an independent city and major inland port in the U.S. state of Missouri. It is situated along the western bank of the Mississippi River, which marks Missouri's border with Illinois. The Missouri River merges with the Mississippi River just north of the city. These two rivers combined form the fourth longest river system in the world. The city had an estimated 2017 population of 308,626 and is the cultural and economic center of the St. Louis metropolitan area (home to nearly 3,000,000 people), which is the largest metropolitan area in Missouri, the second-largest ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$175,139 to $249,389
Saint Louis, Missouri area prices
were up 0.7% from a year ago
were up 0.7% from a year ago
What does a Private Banking Manager do?
Private Banking Manager in Chicago, IL
A wealth manager for high net-worth individuals and families, needs to learn how to identify and analyze challenges these clients face, and understand how to develop specific strategies to minimize tax, monetize and protect assets, maximize growth and transfer wealth.
December 16, 2019
Private Banking Manager in Rockford, IL
That’s why the RBC Private Banking model provides you with a private banker, supported by a dedicated private banking associate and a manager of credit structures.
November 27, 2019
Private Banking Manager in Rock Hill, SC
And Europe cracked down on tax evasion, driving clients to pull tens of billions of dollars out of Switzerland and forcing private banks there to seek new pockets of wealth.
January 01, 2020