Private Banker II
Also referred to as: Intermediate Level Private Banker, Level II Private Banker, Private Banker II
Requirements and Responsibilities
Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Gaining exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience.
Job Statistics
Years of Experience Education Level
Company Size Industry
Similar Jobs:  Private Banker I, Private Banker III, Private Banking Manager, Private Label Manager, Private Banking Director, E2 - Private (Army), E3 - Private First Class (Army), Laboratory Supervisor II, Field Service Supervisor II
Level of Education:  Private Banker II Salaries with a High School Diploma or Technical Certificate, Private Banker II Salaries with an Associate's Degree, Private Banker II Salaries with a Bachelor's Degree, Private Banker II Salaries with a Master's Degree or MBA, Private Banker II Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Financial Services, Insurance
Industries:  Financial Services,
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