Senior Private Banker
$102,000–$190,000 year
On-siteMinneapolis, Minnesota, United States
Job Summary
Develop and execute a business plan to grow profitable banking relationships with high-net-worth clients and prospects. Design and deliver complex balance sheet management solutions while acting as a trusted advisor to ultra-high net worth individuals. Lead deal teams to negotiate credit strategies, develop customized financial structures, and achieve client goals through consultative approaches. Manage retention and expansion of portfolios by conducting ongoing reviews of banking needs and breaking down strategic problems to provide data-driven insights. Collaborate with regional teams, senior leaders, and external stakeholders to execute strategic initiatives, monitor performance, and address emerging market trends. Ensure all lending decisions, prospecting activities, and operational processes adhere to regulatory requirements, risk frameworks, and internal policies.
Required Qualifications
- Typically 7+ years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled
- Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures
- In-depth knowledge of Personal and Commercial credit and non-credit products
- In-depth sales and client service skills
- In-depth business development skills with successful track record
- Ability to lead in-depth planning conversations
- Expert relationship management skills
- Able to work independently, resolving complex or ambiguous issues or situations
- Seasoned professional with a combination of education, experience and industry knowledge
- Verbal & written communication skills - In-depth / Expert
- Analytical and problem solving skills - In-depth / Expert
- Influence skills - In-depth / Expert
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
- Able to manage ambiguity
- Data driven decision making - In-depth / Expert
- U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
- This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry
- A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.