Private Banker jobs in New York
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Banker
- IDB
-
New York, NY
FULL_TIME
- Company DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.Job DescriptionIsrael Discount Bank of New York, a mid-size financial institution is looking for Private Bankers with an established book of business to support the bank’s strategic growth in one of our primary regions.We are hiring for NYC (Midtown Manhattan), CA (Beverly Hills), and FL (Aventura).Leverage expertise in wealth management and financial advisory to cater to the client, their family and business. Manage overall client relationship profitability and portfolio risk, and assume responsibility for profitable growth of the portfolio. Private Bankers provide financial solutions by utilizing the capabilities within the bank as well as those of the outside providers.Responsibilities• Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship• Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services• Building the balance sheet and P & L of their team• Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments• Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs• Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals• Work closely with Private Banking Assistants to serve client accounts effectively and efficiently• Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.Qualifications• Bachelor's Degree in Business• 8 years’ experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management• FINRA Series 7. 66/63 securities licenses are a plus but not required• Proven experience with deposit gathering• Understanding of underwriting for business loans and real estate loans• Knowledge of Federal lending regulations• Strong understanding of banking, brokerage and lending products• Experience in understanding the financial needs of High Net Worth clients• Excellent business development and marketing skills• Ability to meet deadlines and manage expectations• Excellent written and verbal communication skills CompensationThe expected annual base salary for this position is between $150,000 - $250,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional InformationAll your information will be kept confidential according to EEO guidelines.IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
- 1 Month Ago
Private Mortgage Banker
- B10 Wells Fargo Bank, N. A.
-
White Plains, NY
FULL_TIME
- About this role: Wells Fargo is seeking a... In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provi...
- Just Posted
Private Mortgage Banker
- Wells Fargo
-
PURCHASE, NY
FULL_TIME
- About this role:Wells Fargo is seeking a...In this role, you will:Participate in soliciting residential mortgages from various sourcesProduce high quality jumbo loans which are compliant and provide e...
- Just Posted
Commercial Private Banker III
- Peapack-Gladstone Bank
-
New York, NY
FULL_TIME
- To manage and grow a commercial loan portfolio in our NY market.
- 7 Days Ago
Private Mortgage Banker
- Wells Fargo
-
MELVILLE, NY
FULL_TIME
- About this role:Wells Fargo is seeking a Private Mortgage Banker (SAFE)...In this role, you will:Participate in soliciting residential mortgages from various sources and produce high quality loans whi...
- 26 Days Ago
Private Mortgage Banker
- B10 Wells Fargo Bank, N. A.
-
NEW-YORK-NY, NY
FULL_TIME
- About this role: Wells Fargo is seeking a... In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provi...
- 1 Month Ago
Private Banker jobs at Popular Companies
SVP, Private Banker (On-site)
- Gateway First Bank
-
Tulsa, OK
- Job Description Job Description JOB SUMMARY: The SVP, Private Banker manages a private banking portfolio of high-net-wor...
- 4/19/2024 12:00:00 AM
Private Banker (Domestic)
- IDB
-
North Miami Beach, FL
- Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
- 4/19/2024 12:00:00 AM
Professional and Executive Relationship Banker
- Valley Bank
-
- Why You Should Consider This Opportunity: You’re well connected with law firms, accounting firms, medical offices and wa...
- 4/19/2024 12:00:00 AM
Private Banker II
- CrossFirst Bank
-
Dallas, TX
- With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
- 4/18/2024 12:00:00 AM
Senior Wealth Advisor
- Avior Executive Search, Inc
-
Orlando, FL
- Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
- 4/17/2024 12:00:00 AM
Private Banking Officer
- Valley Bank
-
New York, NY
- Job Overview The Private Banker will be responsible for developing, managing, and retaining full-service relationships w...
- 4/17/2024 12:00:00 AM
Business Banking Relationship Manager
- Webster Bank
-
Stamford, CT
- If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
- 4/15/2024 12:00:00 AM
Senior Client Associate
- Ascendo Resources
-
Miami, FL
- We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
- 4/15/2024 12:00:00 AM
About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$77,903 to $114,524
Most Popular Cities in New York for Private Banker Jobs
What does a Private Banker do?
Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019