Senior Private Banker

UMB Financial Corporation

Kansas City, MO, US
Base: $99,750.00 - $214,370.00; bonus/equity: annu...
Not specified
High net worth client relationship management
Private banking credit and deposit solutions
Active community and civic engagement
The Senior Private Banker position at UMB Financial Corporation involves developing and maintaining relationships with high-net-worth clients, providing tailored banking and wealth management solutions. The ideal candidate should possess extensive experience in the financial services industry, particularly in private banking and wealth management, along with strong relationship-building skills

Job Summary

  • The Senior Private Banker will source and maintain relationships with high net worth clientele while delivering private banking credit and deposit solutions.
  • Candidates must partner with wealth management, retail, and commercial banking lines to provide comprehensive financial solutions across the UMB footprint.
  • UMB offers competitive benefits including a 401(k) matching program, annual incentive pay, and a comprehensive company-sponsored benefit plan.

Matching Summary

Match Score: 85

The Senior Private Banker position at UMB Financial Corporation involves developing and maintaining relationships with high-net-worth clients, providing tailored banking and wealth management solutions. The ideal candidate should possess extensive experience in the financial services industry, particularly in private banking and wealth management, along with strong relationship-building skills.

Salary

Base: $99,750.00 - $214,370.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) match, PTO, medical/dental/vision, adoption assistance, tuition reimbursement

Skills & Requirements

Must-have

  • High net worth client relationship management
  • Private banking credit and deposit solutions
  • Active community and civic engagement
  • Prospecting and developing new business
  • Cross-functional collaboration with wealth teams

Nice-to-have

  • Strong presentation and listening skills
  • Mentoring peers and leadership capabilities
  • Proactive client contact strategy execution
  • Diplomatic handling of customer concerns
  • Enthusiasm for relationship selling environment

Key Requirements

  • College degree or 7 years direct financial sales experience
  • 10 years wealth management or private banking experience
  • Valid driver's license and independent transportation
  • Ability to obtain NMLS registration within 90 days
  • Willingness to maintain Series 65 and Life licenses
  • Extensive knowledge of Trust & Bank products

Work Rights

Not specified

Tailored Resume

Cover Letter