Analyze investment opportunities and financial reports
Expand assets under management for affluent clients
The Private Banker is responsible for delivering a high-touch service experience to a portfolio of affluent clientele with at least $3MM in investable assets
Job Summary
The Private Banker is responsible for delivering a high-touch service experience to a portfolio of affluent clientele with at least $3MM in investable assets.
This role involves working closely with Investment Advisors to capture a greater share of the client wallet while expanding and retaining existing relationships.
Santander offers a competitive rewards package and benefits designed to support employee well-being alongside a strong risk culture.
Matching Summary
The Private Banker is responsible for delivering a high-touch service experience to a portfolio of affluent clientele with at least $3MM in investable assets.
Salary
Base: $112,500.00 - $190,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and family support
Skills & Requirements
Must-have
Manage high net worth client relationships
Analyze investment opportunities and financial reports
Expand assets under management for affluent clients
Nice-to-have
Strong sales and marketing skills
Proactive problem-solving abilities
Excellent corporate work ethics
Key Requirements
Bachelor's degree required or equivalent experience
Must be legally authorized to work in the US without sponsorship