Senior Private Banker

The Company

Our client, one of the nation’s largest banks and financial services providers, is seeking to add a Senior Private Banker to their team in Naples, FL. This position is a great career opportunity for an experienced wealth management professional and offers a highly competitive salary and benefits package.

The Opportunity

The Senior Private Banker is responsible for delivering financial solutions to high-net-worth clients in the existing book of business, including wealth management, investment and lending products. The individual will also collaborate with internal and external partners to acquire new relationships and clients for the bank.

Responsibilities

Primary responsibilities of the role include:

• Act as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
• Lead, coordinate, and assemble an extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
• Develop a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings.
• Prepare and deliver client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
• Meet or exceed assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Employ and maintain a disciplined approach to prospecting and maintain an active pipeline by leveraging referrals from internal and external sources.
• Actively participate in community organizations to source business development opportunities and demonstrate the bank’s commitment to the local community.
• Develop and maintain an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.

Requirements:

The successful candidate will possess the following:

• Bachelor’s degree in business related field or equivalent work experience (required)
• Master’s degree in business related field (preferred)
• Minimum of 7 years of demonstrated sales and business development experience with proven results required
• FINRA Series 7 and 66 (or 63 & 65) (preferred)
• Certified Financial Planner (CFP) (preferred)
• Certified Investment Management Analyst (CIMA) (preferred)
• Certified Public Accountant (CPA) (preferred)
• Chartered Financial Analyst (CFA) (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• Certified Wealth Strategist (CWS) (preferred)
• Expert functional knowledge of Investments, Trust and Credit products
• Expert knowledge of financial products and banking regulations
• Strong client advisory skills
• Comprehensive understanding of consumer or commercial lending
• Excellent verbal and written communication skills

At this time, the good faith estimate of the annual base salary range for this position is $112,000 to $210,000. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as years of experience and skill level.

If you are interested in learning more about this role, please apply with your resume to annette@straussgroup.com