Private Banker, Vp - Private Wealth

Associated Bank

Milwaukee, WI, United States
Base: $95,060.00 - $162,960.00 py; bonus/equity: n...
High-net-worth client relationships
Customized financial solutions
Lending, deposit, investment services
Associated Bank strives to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success

Job Summary

  • Associated Bank strives to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
  • The Private Banker will develop strong client relationships, retain total client assets, and drive overall portfolio growth.
  • Retirement savings including both 401(k) and Pension plans; Paid time off to volunteer in your community; Opportunities to connect with others through our diversity-focused Colleague Resource Groups.

Matching Summary

Associated Bank strives to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.

Salary

Base: $95,060.00 - $162,960.00 per year; Bonus/Equity: Not specified; Benefits: Core traditional benefits, retirement savings, PTO, parental leave, ESPP, personal banking, loan, investment and insurance benefits

Skills & Requirements

Must-have

  • High-net-worth client relationships
  • Customized financial solutions
  • Lending, deposit, investment services
  • Financial advice and counsel
  • Proactive calling efforts
  • Increase assets under management

Nice-to-have

  • Inclusive culture
  • Growth and development encouraged
  • Community and business events engagement
  • Building referral networks

Key Requirements

  • 4+ years financial services sales experience
  • Advanced credit skills
  • Certified Wealth Strategist within 2 years
  • Bachelor's Degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter