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Private Bank Relationship Manager

Published: October 11, 2017
Job Order #
Recruiter Name
Sarah Ogden
Stone and Associates


Top tier bank with an exceptional opportunity to add Senior Private Bankers to their Palo Alto/San Jose teams.

You will manage private banking relationships with high net worth clients, manage highly complex accounts and network in the local market for new business.

In this role, you're the Quarterback of the team, you'll consult with clients regarding financial needs, recommend products and services including credit facilities and wealth management. Prepare loan packages for credit review, underwrite and structure credit requests and analyze financial, tax and credit needs of HNW clients.

You will develop your book of business through cross-selling products and servicing existing clients as well as develop new business through interaction with your external centers of influence.

The Ideal Private Banker will have the following qualifications:
A BA Degree in Business or Accounting and Series 7 and 66 Licenses. Formal Credit Training and a proven track record of bringing in new clients to the bank. This is a senior level position requiring a minimum of 6-8 years of Commercial or Private Bank experience!

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