Private Banker jobs in Ankeny, IA

Description

FSB Private Bankers provide a dedicated point of contact and serve as the primary relationship manager to high income / net worth clients. FSB Private Bankers are responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice, banking products, investment/insurance offerings.

Requirements

Essential Job Functions

• Ability to build relationship centered on trust, open communication and transparency
• Commitment to cultivating our client base and building relationships
• Self-motivation and willingness to network, generate leads, and seize opportunities
• Assesses client financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
• Develops financial strategies by guiding client to establish financial goals towards a financial decision that is both profitable and secure; matching goals to situation with appropriate financial plans.
• Obtains client commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions
• Markets financial services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting at financial planning seminars.
• Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions.
• Total commitment to compliance with all industry rules and regulations.

Qualification Required

• BS degree in Finance or related field.
• Intermediate PC skills (Excel, Word, etc.)
• Proactive and focused on excellent customer service
• Effective decision making and problem solving skills
• Previous experience with cross-selling and/or referring products
• Proven ability to multi-task, handle a wide range of assignments, and work with a sense of urgency

Licenses, Certifications, Registrations, Training

• Must achieve Series 7 & 66 license within 6 months of hire date, if not already held

Job Competencies

• Incorporates the high-performance behaviors of teamwork, leading by example and service in every facet of work.
• Total commitment to compliance with all industry rules and regulations.
• Exceptional communication skills needed to liaise with providers, vendors, and other professionals.
• Support business development events. Perform other duties and responsibilities as required or assigned and assists others to complete tasks and work assignments.

Core:

• Customer and Relationship Centered
• Collaborative and Empowering
• Continuously Develops
• Accountable for Results
• Accuracy