Private Banker - Orange County
Company: First Citizens
Location: Mission Viejo
Posted on: May 18, 2023
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.
- 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
- 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
- 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:.
- 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
Didn't find what you're looking for? Search again!
Loading more jobs...