Private Banking Officer Ii

Abeandannie Seibel Foundation G08110

Not specified; not specified; benefits include med...
Manage affluent client relationships
Generate $4.5 million new business quarterly
Secure 10 new affluent clients annually
The role involves managing financial lives of affluent to high net worth clients with investable assets between $1.5-5 million

Job Summary

  • The role involves managing financial lives of affluent to high net worth clients with investable assets between $1.5-5 million.
  • Candidates must generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually.
  • The company offers comprehensive benefits including medical, dental, vision, 401(k) matching, and tuition reimbursement.

Matching Summary

The role involves managing financial lives of affluent to high net worth clients with investable assets between $1.5-5 million.

Salary

Not specified; Not specified; Benefits include medical, dental, vision, 401(k) matching, and PTO

Skills & Requirements

Must-have

  • Manage affluent client relationships
  • Generate $4.5 million new business quarterly
  • Secure 10 new affluent clients annually
  • Review personal financial statements
  • Understand lending practices and loan servicing

Nice-to-have

  • Collaborate with attorneys and CPAs
  • Participate in community activities
  • Provide leadership within the team
  • Demonstrate outstanding negotiation skills
  • Foster long-standing family relationships

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5+ years in customer facing relationship management
  • NMLS license required or obtainable within 60 days
  • Series 7, 63, & Group 1 Insurance license preferred
  • Certified Financial Planner designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter