Upvote
Downvote
U.S. Private Bank Private Banker Vice President
Share Job
- Suggest Revision
- As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
- MBA, JD, CFA, or CFP preferred
Active Job
Updated 11 days agoSimilar Job
Relevance
Active