Private Banker-Private Wealth
$95,060–$162,960 year
On-siteMilwaukee, Wisconsin, United States
Job Summary
Private Banker position focused on expanding/deepening relationships with high-net-worth clients by identifying financial needs and connecting them with tailored lending, deposit, fee income, asset growth, and financial planning solutions. Role involves serving as a relationship portal across the bank, partnering with internal specialists to deliver a coordinated client experience, driving loan/deposit growth, growing assets under management, expanding client relationships, ensuring portfolio administration aligns with credit policy and regulatory guidelines, and building internal/external referral networks. Requires demonstrating financial product expertise, proactive in client outreach (in-person and calls), and collaborating across lines of business to meet client needs in the Milwaukee market.
Required Qualifications
- Bachelor’s degree in Business, Finance, Accounting, or equivalent combination of education and experience
- 4+ years of sales experience with strong knowledge of banking products, strong business development experience, high-complexity relationship management, and advanced credit skills
- Certified Wealth Strategist certification within 2 years
- Access to reliable transportation and the ability to lawfully drive self, if applicable, by start date
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