Private Banker I

First Citizens Wealth; Alpharetta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits program

Job summary

First Citizens Wealth in Alpharetta, Georgia is seeking a Private Banker to support wealth management and client acquisition strategies. The successful candidate will develop relationships with high net worth clients, manage portfolios, and provide tailored banking solutions.

This position requires strong financial services experience and licenses including Series 7, 63 & 65 or 66. First Citizens Bank offers a competitive benefits program to support its associates.

Qualifications

• 6+ years of experience in Financial Services Relationship Management.
• 10+ years with a High School Diploma and relevant experience.
• Strong client management and financial product knowledge.

Responsibilities

• Acquire clients for Wealth Management through sales techniques.
• Manage a portfolio of HNW clients with credit solutions.
• Sell credit, depository, and wealth management solutions.
• Establish relationships to monitor financial situations.
• Collaborate with wealth partners to enhance client experience.

Skills

Client Acquisition

Portfolio Management

Sales Responsibility

Relationship Development

Collaboration

Credit underwriting skills

Education

Bachelor's Degree in relevant fields

High School Diploma or GED

Tools

Series 7 License

Series 63 License

Series 65 or 66 License

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This position may be filled as a Private Banker I, II, or III based on the skills and experience of the selected candidate.

Responsibilities

• Client Acquisition – Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both internal and external network representing the Bank in the community and markets served.
• Portfolio Management – Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
• Sales Responsibility – Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assists with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
• Relationship Development – Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
• Collaboration – Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.

Qualifications

• Private Banker I – Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.
• Private Banker II – Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.
• License or Certification Type – Possess valid Series 7, 63 & 65 or 66 licenses.
• Preferred Skill(s) – Credit underwriting skills.

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.