Private Banker jobs in New York
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are 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. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
AVP Associate Private Banker
- Morgan Stanley
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New York, NY
FULL_TIME
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Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our National Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.Job Description/Position Responsibilities:• Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients• Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support• Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients• Assist in developing and implementing marketing campaigns• Assist in the development and maintain adequate marketing pipelines to meet revenue targets.• Communicate new product and policy enhancements to FAs and branch staff• Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partnersRequired Experience:• Minimum of 3 years of experience with an investment, commercial or private bank• 2 years of client service, business development and/or Sales Desk experience• Experience in understanding the financial needs of all types of clients• Bachelor’s degree preferred, or relevant work experience• SIE, Series 7, and Series 63 licenses required or to be obtained within 90 days of employment start dateSkills/Abilities:• Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products• Excellent verbal and written communication skills• Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results• Ability to understand the financial needs of the retail brokerage clientele• Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances• Software proficiency (e.g., Word, Excel, PowerPoint)• Demonstrate positive initiative, leadership and comfort working in a fast-paced environment• Strong interpersonal collaboration and team skills including working with cross-functional teamsExpected base pay rates for the role will be between $80,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.*Expanded legislation requires that roles that sit in other state locations, but report to a manager in NY, must have the above language included in postings with the pay scale reflective appropriately to the location where the role will be sitting.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
- 2 Days Ago
Private Client Banker - Catskill
- KeyBank
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Catskill, NY
FULL_TIME
- Location:245 West Bridge Street - Catskill, New York 12414Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Bank...
- 5 Days Ago
Private Mortgage Banker
- B10 Wells Fargo Bank, N. A.
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East Chatham, NY
FULL_TIME
- About this role: Wells Fargo is seeking a... In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provi...
- 7 Days Ago
Private Client Banker-Lakewood
- KeyBank
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Lakewood, NY
FULL_TIME
- Location:369 Fairmount Avenue - Lakewood, New York 14750Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Just Posted
Private Client Banker - Fayetteville
- KeyBank
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Fayetteville, NY
FULL_TIME
- Location:410 Town Drive - Fayetteville, New York 13066Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (...
- 10 Days Ago
Licensed Private Client Banker
- KeyBank
-
Grand Island, NY
FULL_TIME
- Location:2180 Grand Island Boulevard - Grand Island, New York 14072Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Cl...
- 16 Days Ago
Private Banker jobs at Popular Companies
SVP, Private Banker
- NexBank
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Dallas, TX
- Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
- 6/10/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
Atlanta, GA
- Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
- 6/10/2024 12:00:00 AM
Private Banker
- The Judge Group
-
Milwaukee, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/9/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
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New York, NY
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 6/9/2024 12:00:00 AM
Private Banker - Director
- Deutsche Bank
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Los Angeles, CA
- Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
- 6/9/2024 12:00:00 AM
Private Banker
- Hiring Now!
-
Wayzata, MN
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/7/2024 12:00:00 AM
Senior Private Banker
- Avior Executive Search, Inc
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- Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
- 6/7/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
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San Francisco, CA
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 5/22/2024 12:00:00 AM
About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$78,245 to $115,027
Most Popular Cities in New York for Private Banker Jobs
What does a Private Banker do?
Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019