U.S. Private Bank – Private Banker – Associate
On-site · Philadelphia, Pennsylvania, United States
Philadelphia, Pennsylvania, United StatesOn-siteFull TimeMid LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Banker role advises families on building, preserving and managing wealth using investments, financial planning, credit and banking knowledge. Responsibilities include managing client relationships, generating new assets, advising on balance sheets, asset allocation and wealth planning, collaborating with internal specialists, connecting clients across lines of business, and ensuring holistic, short-to-long term objectives are met through client-focused solutions.
Required Qualifications
- Three plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required (must obtain within 90 days of start date)
- Proven sales success and strong business acumen
- Experience or understanding of investments, wealth planning, credit and banking concepts
Desired Qualifications
- MBA
- JD
- CFA
- CFP are preferred
- Series 7
- Series 66
- Insurance licenses required (must obtain within 90 days)
- Strong sales and client-network development
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