Private Banker, Vp - Private Wealth

Associated Bank

Milwaukee, Wisconsin, United States
Base: $95,060.00 - $162,960.00 py; bonus/equity: c...
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Proven financial services sales experience
Strong track record in business development
In-depth knowledge of banking products
** Associated Bank is seeking a Private Banker for its Private Wealth group in Milwaukee, Wisconsin, who will focus on building relationships with high-net-worth clients and providing tailored financial solutions. The ideal candidate should have over four years of financial services sales experience, a strong business development track record, and advanced knowledge of banking products. **

Job Summary

  • The Private Banker will develop strong client relationships, retain total client assets, and drive overall portfolio growth.
  • You will act as a central connection point, bringing together the right resources to deliver organization-wide solutions that meet unique client needs.
  • Associated Bank offers competitive salaries, retirement savings including both 401(k) and Pension plans, and opportunities for professional development.

Matching Summary

Match Score: 75

** Associated Bank is seeking a Private Banker for its Private Wealth group in Milwaukee, Wisconsin, who will focus on building relationships with high-net-worth clients and providing tailored financial solutions. The ideal candidate should have over four years of financial services sales experience, a strong business development track record, and advanced knowledge of banking products. **

Salary

Base: $95,060.00 - $162,960.00 per year; Bonus/Equity: Competitive bonuses and incentives; Benefits: 401(k), Pension, paid volunteer time, employee stock purchase plan

Skills & Requirements

Must-have

  • Proven financial services sales experience
  • Strong track record in business development
  • In-depth knowledge of banking products
  • Advanced credit skills
  • Ability to drive loan and deposit growth

Nice-to-have

  • Community engagement and networking
  • Trusted relationship building with clients
  • Collaborative team environment
  • Diverse perspectives valued
  • Commitment to professional development

Key Requirements

  • Bachelor's Degree in Business, Finance, or Accounting
  • 4+ years of proven financial services sales experience
  • CWS-Certified Wealth Strategist within 2 years

Work Rights

Not specified

Tailored Resume

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