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Private Banker Resume Samples
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0-5 years of experience
Established commercial and private banking relationships with top U.S. law firms delivering credit, investment and banking services.
- Exceeded goals by 20%. Managed $137M portfolio consisting of cash, credit and investment products. Annually, closed $900K in new business.
- Conducted financial analyses and peer group comparisons for law firm clients and prospects through Citibank’s Annual Legal Industry Survey.
- Initiated relationships with 700+ attorney law firm, identified borrowing needs and led a team of credit capital markets and leasing specialists to become participant in $50M credit relationship.
- Selected as Fairlending Representative for central U.S. region to meet corporate lending targets.
0-5 years of experience
Maintained an existing book of business of investments, loans, deposits and credit products for mass affluent and high net worth clients.
- Conducted field underwriting for mortgages, personal loans, portfolio loans, business loans and lines of credit.
- Partnered with financial advisors to generate banking business from their book of business.
- Coached and trained junior bankers in the art of comprehensive financial profiling.
- Responsible for the sales process and sales revenues of 61 bankers in 11 bank branches.
- Successfully achieved quarterly sales goals-$1.4 million investments, 2.4 million deposits, $1.9 million loans, 11 referrals, 18,500 proxy.
- Responsible for retention of ultra high net-worth private equity client, then successfully acquired client’s $1.3 million construction loan from bank competitor.
- Assembled and managed a team of specialists in banking, investments, business banking, mortgages, real estate development and estate planning which increased client acquisitions by 32% a quarter.
6-10 years of experience
Provided customized banking solutions based on individual and business customers’ needs and values.
- Coordinated knowledge and resources of other internal specialists; including trust and estate planning, investment management, life insurance and brokerage services.
- Maintained relationships with external sources, such as attorneys and CPAs, for referrals.
- Awarded Top Performer in several quarters for Palm Beach County.
- Recognized on multiple occasions for extraordinary commitment and exceptional performance of deposit dollars and loan volume.
- Mentored new hires for the company while providing them with knowledge and education to improve their sales and productivity.
0-5 years of experience
Drive bank revenue by developing strong relationships with high net worth clients to gain a comprehensive view of their unique financial situation and explore a wide range of financial option to ensure clients achieve their financial goals.
- Identify assets held away by clients and work to transition those held away assets to Wells Fargo. Transferred $28,000,000 in assets held away to Wells Fargo between 2014 and 2015
- Manage a client book of business that exceeds $125,000,000 in assets under management.
- Develop comprehensive financial plans for clients in order to reach their short and long term goals. Create strategic allocation models using Wells Fargo’s Envision Plan in order to customize investment portfolio in line with clients risk tolerance, time horizon and investment objectives.
- Partner with assigned region to identify potential clients and develop a strategic marketing plans to reach clients.
- Advice business on treasury management services in order to increase liquidity and revenue while decreasing operating expenses and financial risk.
- Coach and mentor team members on best practices resulting in a 90% increase in sales in a two year period.
0-5 years of experience
- Guided affluent customer base to reaching their financial goals through business and personal banking, debt solutions, insurance and investments.
- Consistently finished in the top 5% of Wachovia bankers nationwide in new business and personal accounts, investments and lending.
- Mentored and coached Retail Bankers
- Provided ideas to seamlessly integrate the Wachovia / Wells Fargo merger through identifying successful strategies to deepen relationships with clients, build awareness around a new business model, products and services.
- Trained new bankers on systems, processes and goals.
- Integrated and cultivated new employee relationships for successful growth and development of team.
0-5 years of experience
Provided financial planning and tax strategies for high net worth individuals and businesses.
- Implemented wealth management services and asset diversification strategies.
- Constructed retirement and estate plans for high net worth individuals.
- Developed working relationships with accounting firms building financial services partnerships.
0-5 years of experience
Cultivate new and existing client relationships of high net-worth and influence.
- Educate and recommend client’s consumer banking, business, and credit solutions beneficial to their needs.
- Develop and execute marketing strategies aimed at growing market share in River Oaks and surrounding areas
- Obtain and compile copies of client’s credit histories, personal financial statements, and tax information for loan
- Processed and closed approximately $6.8M in consumer and business loans through July 2015
- Help manage and grow upwards of $100M in deposits
0-5 years of experience
- Managed relationships, developed business opportunities and presented complete client financial plans in order to sell retail banking products.
- Developed and maintained a portfolio of important revenue generating client relationships.
- Actively monitored directly assigned investment accounts for adherence to investment and asset allocation objectives and policies.
0-5 years of experience
- Partner with Relationship Managers and their associates to ensure proper and accurate documentation are delivered and processed in a timely professional manner.
- Assist affluent, high net worth clients with their portfolio to ensure compliance with government and bank regulations are followed.
- Assured all documentation was provided to complete underwriting for new and renewal loans by month end.
- Ensured required data was input into appropriate systems for tracking proposes
6-10 years of experience
Providing full-service banking to new affluent clients as well as deepening and enhancing my existing clients relationship with the bank.
- Consulting with customers regarding their financial needs, recommending solutions, and financial services to meet those needs.
- Continually building a network of internal and external partners to further enhance my customer’s experience and meeting my customer’s needs.
- Coaching my team member on relationship building, clues and cues to deepen Wells Fargo’s wallet share of our clients finances.
- Most recently ranked 16th in sales performance for New York and Connecticut
0-5 years of experience
- Increased revenue growth of branches in Denver, Dallas and El Paso by several million dollars per location resulting in market recognition.
- Coached staff on Cross-Sell Banking Products techniques to sales staff to over achieve monthly sales goals.
- Referred several million dollars to Financial Advisors and Business Lending Partner directly improving branch Deposit and Investment growth to exceed company sales goals.
- Work with a Team Licensed Banker’s in various locations to increase revenue for their prospective locations through sales coaching and profiling techniques. Directly improving their home branches revenue growth year over year.
- Acquired several dozen High Net Worth Business Clients helping local office achieve double digit growth year over year.
- Profiled business clients and High Net Worth Clients and Business Clients to ensure their operations are in line for client acquisition.
- Held meetings with current clients to perform KYC and AML compliance analysis screening’s to ensure all businesses operations feel within firm’s standards.
6-10 years of experience
Support investment reviews with clients to validate current investment objectives and prepare recommendations of appropriate investment products.
- Assist with development of investment policy statements and advise on asset allocations.
- Promote a full array of wealth management and private banking products and services including deposit accounts, cash management, trust and estate products.
- Prepared loan packages for credit review and underwriting.
- Played an active role in investment management and private banking for new and existing high net worth clientele.
- Navigated buy and sell of stocks and bonds as requested by clients.
- Leverage and coordinate specialists to provide interdisciplinary expertise for our most complex clients.
0-5 years of experience
Originate book of business from scratch of wealth management clients possessing net worth in the $5MM to $20MM range.
- Originated, underwrote, and closed $34MM of new lending and $9MM of new deposit / investment business in 2013.
- Originated, underwrote, and closed $15MM of new lending and $8MM of new deposit / investment business in 2012
- Manage current Book of Business that consists of $70MM in Loans and $110MM in deposits / investment management.
- Business sourced via existing network, former clientele, banking center, self-generated calls, and partner referrals.
0-5 years of experience
- Subject matter expert for all FA and Branch inbound inquiries as they relate to Private Banking and Lending products.
- Provided dedicated support to Southwest region in order to provide direct support and backup.
- Assisted in developing marketing plans and proactively profiled client base in order to identify and analyze additional business opportunities.
- Provided and communicated product and policy enhancements to Private Banker, FA’s and branch staff.
0-5 years of experience
- Functioned as relationship manager for affluent and high net worth clients
- Presented holistic financial plans based on a comprehensive needs assessment
- Facilitated regular meetings with regional wealth management partners
- Handled organized outbound calling to existing customers in book of business
- Managed effective activities to track and drive sales performance
0-5 years of experience
Open and explain bank and investment products to international and domestic customers
- Primary point of contact to US based and international (LatAm/Spain) portfolio clients valued at 300mm+
- Develop and maintain client’s portfolio by offering products suitable to their needs and increase bank revenue
- Assist customer with debt issues by consolidating and transferring debt to low interest instruments
- Facilitate international transfer of funds via FX department and structured products
- Review investment accounts for customers and provide advice to maximize returns
0-5 years of experience
Provides full-service banking to high value customers and oversees a portfolio of account relationships. Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs. Partners and/or acts as a liaison to other internal departments. Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer’s needs.
- Develops book of business to develop and grow branch volume and sales
- Work with clients to determine future needs with a wide range of Wealth products
- Specializes in credit and cash management products for the affluent clientele
- Coordinate ith other departments to help resolve any operational problems encountered
- Arrange meetings, events, appointments and integrate it to their partner’s calendar.
0-5 years of experience
Build trust with clients and effectively manage relationships
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Ensure proposed products and services maximize the clients’ needs, goals and objectives while managing risk exposure
- Leverage and coordinate specialists to provide interdisciplinary expertise for our clients
- National Mortgage Licensed (NMLS)
0-5 years of experience
High-profile relationship management position accountable for soliciting business from high value clientele, and developing strategic alliances with centers of influence.
- Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
- Maintained efficient relationship with existing clients base to facilitate increase in revenue.
- Participate in community events to position the bank as a leader within the territory.
- Cross-sell banking services and products to clientele.
0-5 years of experience
Fully licensed Private Banker responsible for relationship development and management in the NYC metropolitan and suburban markets.
- Offer a full service of wealth management services built around the preservation and transition of family wealth, lending, planning, trust and fiduciary services, and brokerage.
- Completed the transition from Credit Underwriter to Private Banker.
- Build new client relationships via networking with internal team members in the Wells Fargo Private Mortgage Bank, Business Bank, Retail Branch network and Corporate Bank.
- Building a growing network of COI contacts in the legal and accounting fields.
10+ years of experience
Conduct financial reviews for affluent customers to help them meet their short/long term financial goals.
- Sell bank products and refer non-insured investment products.
- Sell lending products to affluent customers.
- Provide quality customer service to bank customers.
- Enter all personal and financial data in computer system for new account relationships and financial reviews.
0-5 years of experience
- Collaborate with management in interviewing, onboarding, and initial training and registration of new hires
- Successful completion of the Wells Fargo Essential Learning Path for Managers training program
- Demonstrate successful leadership and entrepreneurship while managing an extensive portfolio of client accounts
- Build and maintain strong internal and external partnerships through various networking channels
- Responsible for training, coaching, and developing Bankers and running orientations
0-5 years of experience
- Serving as primary relationship manager for Wells Fargo clients with assets north of $1M.
- Partnering with all areas of the Private Bank including: mortgage, portfolio management, trust and fiduciary and philanthropic services to meet client needs.
- Developing and Implementing Partners on Demand, a large scale project, bringing various lines of business together throughout the company.
- Managing small cross functional teams within Regional Bank to better leverage business opportunities and create referral business.
0-5 years of experience
- Expert knowledge of credit products including credit cards, residential mortgage products and securities based loans, high net worth lending products and commercial credit.
- Experience in understanding the financial needs of all types of clients.
- Provides clients with exclusive financial services and products to primarily high net worth individuals, and their corporate interests.
- Development of financial reports reflecting actual portfolio versus growth and profitably.
- Strong organizational, conceptual, and logical problem solving skills.
- Contact with high net worth clients on a daily basis for renewal of proper investments and/or pending items regarding their file or account.
- Perform welcome calls to new clients providing them with the necessary information to get their account up to date and started.
0-5 years of experience
- Provide full-service banking, financial advising and retirement planning services to high net worth individuals and businesses
- Produce sales results, both acquisition and relationship growth, with high net worth clients
- Partner with other banking divisions such as The Private Bank in Wealth Management, Wells Fargo Advisors, Home Mortgage, Business Banking Group, Insurance and Fiduciary Services to identify and analyze business opportunities and succeed in growing client relationships
- Comply with Wells Fargo regulatory policies and procedures to ensure the safety and security of bank and client assets
Private Banker Duties and Responsibilities
To accomplish their primary goal of managing the money of high net-worth clients, Personal Bankers perform many tasks. We analyzed several job listings to identify these core Personal Banker duties and responsibilities.
Identify Clients A large part of the Personal Banker’s job is business development. They are responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.
Advise and Consult with Clients Private Bankers work with their clients to meet their financial needs and goals. They proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.
Monitor Clients Accounts Private Bankers must closely monitor the performance of client accounts, to ensure that the accounts are behaving positively and meeting client needs. They need to be aware of both the clients goals, income and spending to manage the portfolio
Research Investment Options In order to provide the best possible service, Private Bankers need to be well informed of market conditions and do plenty of research to determine good opportunities to meet private banking revenue goals. They keep current with market updates and financial news. They must also maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.
Private Banker Skills
With a track record of strong analytical and decision-making skills, a successful Private Banker is comfortable working in a fast paced environment and can maintain professionalism in difficult circumstances. Private Bankers are well organized, customer-service oriented, and driven by a desire to consistently achieve top results. In addition to these general skills and personality traits, employers are seeking Private Banker candidates with the following skills. Core skills: Based on job listings we looked at, employers want Private Bankers with these core skills. If you want to work as a Private Banker, focus on the following.
- Strong understanding of banking and lending products.
- Experience in understanding the financial needs of all types of clients
- Series 7, 63 (or 66) securities licenses
- Excellent business development and marketing skills
- Ability to meet deadlines and manage expectations
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Add these to your Private Banker toolbox and broaden your career options.
- Completion of formal credit training
- Local market knowledge
- Sales/client experience in Private Banking or Wealth Management
Private Banker Resources
We searched the Web to find the best industry resources to help you continue exploring a career as a Private Banker. From thought leaders to industry groups, this list is packed with opportunities to learn, connect and engage. On the Web
Banker’s Umbrella – This blog, written by a former senior Private Banker, provides current, entertaining and factual information on the financial markets. Bloomberg – Private banking news – Follow the latest information and news about private banking. On LinkedIn
Private Wealth Management – A group for the Private Banking professional community.
Wealth Management: RIAs, Wealth Managers, Investment Advisors, Private Banking, & Financial Advisors – This group with over 9,000 members provides discussions, reports, surveys, events, and training on wealth management. Industry Groups
American Bankers Association – Offers lots of tools, resources and opportunities to kick-start a career in banking.
Association of International Wealth Management – Find local events, on-line courses, or earn a Certified International Wealth Management diploma. Private Banker Books
Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition – A classic reference book with everything you need to know as a Private Banker in today’s markets.
Geeks who can Schmooze – A tell-all memoir from a Credit Suisse Private Banker about the ins and outs of a banking career.
Private Banking: Building a Culture of Excellence – A helpful overview of how to provide to world-class client service in the private banking sector.
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Private Banker
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
