Job Summary
The Private Client Banker is responsible for overseeing banking relationships with high-net-worth clients, delivering personalized financial guidance and attentive service. A key aspect of this role involves expanding the client base through referrals and working in partnership with internal experts to address a variety of financial requirements.
Responsibilities
- Manage and nurture banking relationships with affluent clients.
- Provide customized financial advice and proactive service.
- Acquire new clients primarily through referral channels.
- Collaborate with internal specialists to fulfill clients’ diverse financial needs.
- Ensure compliance with Dodd-Frank and SAFE Act regulations.
- Obtain necessary FINRA and NMLS registrations as required.
Qualifications
- A minimum of one year of experience in branch banking or financial services.
- Proven track record in client acquisition and relationship management.
- Ability to adhere to relevant regulatory standards and requirements.
