Private Bank Relationship Manager

Published
August 1, 2018
Location
Category
Job Order #
2076
Recruiter Name
Linda Noland
Company
Stone and Associates

Description

Top tier bank with an exceptional opportunity to add Senior Private Banker and  Senior Relationship Manager to their Palo Alto/San Jose teams.

Responsibilities:
•As a Senior level Private Bank Relationship Manager, you will manage highly complex private banking accounts and relationships with high net worth clients.
•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.

Qualifications:
•BA Degree in Business or Accounting
•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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