Private Banker

San Jose, CA

Posted on 12/04/2019 by Sales Consultants of Sacramento


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Position Details

Type:

Permanent

Industry:

Financial / Banking

Function:

Banking

Job Level:

Experienced Professional (Non-Manager)

Reference ID:

MC789293SJC

Actively seeking a Private Banker for a very successful large national financial institution:

  • Responsible for new business development, retention, and growth of high and ultra high net worth client relationships. 
  • Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
  • Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
  •  Bachelor's degree, or equivalent work experience
  •  5+ years of experience in high net worth client wealth management activities
  •  Excellent relationship management, networking and business development skills
  •  Extraordinary talent for driving business
  •  Ability to partner with colleagues to identify and service unique clients needs
  •  Well-developed analytical and problem solving skills   
  •  Ability to make critical decisions independently

 

For further consideration towards this and/or other opportunities please inquire confidentially to mike@scsacramento.com  or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

 



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