Elite Private Banker for High-Net-Worth Wealth

Fremont Bank; Fremont (CA); Vor Ort; USD 93.000 - 128.000; Vollzeit

Benefits dieser Stelle

ESOP

401(k) with employer match

Performance-based bonuses

Paid holidays

Zusammenfassung

Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experiences, assess needs, and provide personalized financial advice. The role partners with Branch Managers, Financial Advisors, and loan officers to deliver tailored banking, credit, and investment solutions.

Applicants should have a 5+ year track record in private banking, a Bachelor’s degree, and securities licenses (Series 6/63; Series 7 preferred).

Qualifikationen

• Bachelor's degree required.
• Minimum 5 years of experience in branch private banking.
• Licenses: Series 6 and 63 (or 66) securities licenses required, Series 7 preferred.
• Strong relationship-building with clients and internal partners.

Aufgaben

• Acquire new clients through referrals, networking and targeted marketing.
• Develop and maintain long-term relationships with high-net-worth clients and coordinate with internal partners.
• Manage high net worth consumer and business clients, providing tailored banking, borrowing, and investment solutions.
• Ensure compliance with regulatory requirements and complete broker-dealer attestations and training.

Kenntnisse

Relationship building

Communication

Presentation skills

Time management

Ausbildung

Bachelor's degree

Jobbeschreibung

Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experiences, assess needs, and provide personalized financial advice. The role partners with Branch Managers, Financial Advisors, and loan officers to deliver tailored banking, credit, and investment solutions.

Applicants should have a 5+ year track record in private banking, a Bachelor’s degree, and securities licenses (Series 6/63; Series 7 preferred).