Finance Talent Hub
Citizens Private Bank
Senior Private Banker – Private Banking & Wealth Management
We are seeking an experienced and driven Senior Private Banker to join our prestigious Private Banking & Wealth Management team. This is a unique opportunity to leverage your expertise in wealth management to provide exceptional services to high-net-worth individuals and families.
About the Role:
As a Senior Private Banker, you will be responsible for building and managing relationships with high-net-worth clients, offering customized wealth management strategies, and overseeing their financial portfolios. You will work closely with a team of professionals to deliver comprehensive solutions, including investment management, estate planning, and credit services.
Key Responsibilities:
- Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives
- Develop and implement tailored wealth management strategies, including investment advice, estate planning, and credit solutions
- Provide ongoing guidance and exceptional service to clients, ensuring their financial needs are met
- Coordinate with internal teams, including investment advisors, portfolio managers, and credit specialists, to deliver integrated solutions
- Monitor client portfolios, providing timely updates and adjustments as needed
- Lead client meetings, preparing presentations and portfolio reviews to support client decision-making
- Actively grow the client base through referrals, networking, and relationship-building activities
What We’re Looking For:
- Extensive experience in private banking, wealth management, or financial services, with a proven track record of managing high-net-worth clients
- Strong understanding of investment products, wealth planning, and credit solutions
- Excellent interpersonal and communication skills, with the ability to build trust and maintain long-term relationships
- Strong analytical and problem-solving skills with a client-focused approach
- Ability to collaborate effectively with cross-functional teams and manage multiple priorities
- Bachelor’s degree in finance, economics, or a related field; relevant certifications such as CFP, CFA, or similar are a plus
- Fluency in English is required; additional languages are a plus
Why Join Us?
This is an exciting opportunity to work at the forefront of private banking, offering tailored solutions to an exclusive client base. You will be part of a dynamic team, with ample opportunity for career growth, development, and making a significant impact in the wealth management industry.
Apply Today and take the next step in your private banking career!
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