Private Banker jobs in New Rochelle, NY
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
AVP Private Banker
- Morgan Stanley
-
New York, NY
FULL_TIME
- Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three pr...
- Just Posted
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...
- 6 Days Ago
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...
- 6 Days Ago
Private Client Banker - Woodside, NY
- JPMC Candidate Experience page
-
Woodside, NY
FULL_TIME
- You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
- 1 Month Ago
Private Client Banker - Woodside, NY
- OneTen
-
Woodside, NY
FULL_TIME
- Job Description You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expect...
- 1 Month Ago
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0 Private Banker jobs found in New Rochelle, NY area
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...
- 4/25/2024 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...
- 4/25/2024 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...
- 4/22/2024 12:00:00 AM
Retail Client Experience Manager II
- Peapack-Gladstone Bank
-
Green Village, NJ
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solu...
- 4/21/2024 12:00:00 AM
Retail Client Experience Manager II
- Peapack-Gladstone Bank
-
Morristown, NJ
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solu...
- 4/21/2024 12:00:00 AM
Underwriter II
- Peapack-Gladstone Bank
-
New York, NY
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solu...
- 4/21/2024 12:00:00 AM
Treasury Management Sales Coordinator
- Dime Community Bank
-
Hauppauge, NY
- Summary: The Treasury Management (TM) Sales Coordinator supports sales operational activities, facilitates client onboar...
- 4/21/2024 12:00:00 AM
Digital Operations Representative
- Dime Community Bank
-
Hauppauge, NY
- Summary: The Digital Operations Representative is responsible for servicing customers and prospects by fielding question...
- 4/21/2024 12:00:00 AM
About New Rochelle, New York
New Rochelle /rəˈʃɛl/ is a city in Westchester County, New York, United States, in the southeastern portion of the state.
In 2007, the city had a population of 73,260, making it the seventh-largest in the state of New York. As of the 2010 Census, the city's population had increased to 77,062. In November 2008 Business Week magazine listed New Rochelle as the best city in New York State, and one of the best places nationally, to raise children. In 2014, based on analysis of 550 U.S. cities, New Rochelle was voted the 13th best city to live in.
New Rochelle is located at the southeastern point o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$83,092 to $122,152
New Rochelle, New York area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does a Private Banker do?
Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020