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Private Banker - Orange County

Company: First Citizens
Location: Mission Viejo
Posted on: May 18, 2023

Job Description:

OverviewPrivate Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. Responsibilities

  • Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
  • Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
  • Sales Responsibility- Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
  • Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
  • Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.The base pay for this position is relative to your experience but the range is generally$163,000to$250,000per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here:. Qualifications
    • Bachelor's Degree and 8 years of Financial Services experience in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of Financial Services experience in Business Banking, Commercial Banking, Private Banking, or Wealth Management
    • Possess valid Series 7, 63 & 65 or 66 licenses
    • Credit underwriting skills

Keywords: First Citizens, Mission Viejo , Private Banker - Orange County, Other , Mission Viejo, California

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