Private Banker III
Also referred to as: Level III Private Banker, Private Banker III, Senior Level Private Banker
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 manager. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience.
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Years of Experience Education Level
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Similar Jobs:  Private Banker I, Private Banker II, Private Banking Manager, Private Banking Director, Private Label Manager, E2 - Private (Army), E3 - Private First Class (Army), Designer III, Drafter III
Level of Education:  Private Banker III Salaries with a High School Diploma or Technical Certificate, Private Banker III Salaries with an Associate's Degree, Private Banker III Salaries with a Bachelor's Degree, Private Banker III Salaries with a Master's Degree or MBA, Private Banker III Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Financial Services, Insurance
Industries:  Financial Services,
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