The Abeandannie Seibel Foundation is seeking a Private Banking Officer II to manage relationships with affluent clients, providing personalized financial advice and fostering long-term relationships. The ideal candidate should have extensive experience in customer-facing roles within the financial services sector, with a strong emphasis on relationship management and sales
Job Summary
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually.
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Matching Summary
Match Score: 85
The Abeandannie Seibel Foundation is seeking a Private Banking Officer II to manage relationships with affluent clients, providing personalized financial advice and fostering long-term relationships. The ideal candidate should have extensive experience in customer-facing roles within the financial services sector, with a strong emphasis on relationship management and sales.
Skills & Requirements
Must-have
customer relationship management
affluent and high net worth clients
new business generation
credit relationship management
financial advice and planning
Nice-to-have
community and professional activities
leadership within the team
adaptable and integrity-driven team
Key Requirements
Bachelor's degree or equivalent work experience
5+ years of experience in customer facing relationship management
NMLS license
Experience managing affluent and high net worth clients