U.S. Private Bank - Private Banker - Executive Director
On-site · Pasadena, California, United States
Pasadena, California, United StatesOn-siteFull TimeSenior LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Banker in the U.S. Private Bank responsible for advising families on building, preserving and managing their wealth, using knowledge of investments, financial planning, credit and banking to advise on balance sheets and generate new client acquisition. Collaborates with internal specialists to provide interdisciplinary expertise, connects clients across lines of business, and ensures solutions align with short-, medium-, and long-term goals within risk and regulatory guidelines.
Required Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Desired Qualifications
- MBA
- JD
- CFA
- CFP preferred
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