Private Banker, High-Net-Worth Wealth Advisor

Sunflower Bank, N.A.; Irvine (CA); On-site; USD 132,500 - 205,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision insurance

Company-paid Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Irvine, CA is seeking a Private Banker to foster long-term relationships with High-Net-Worth clients. Key responsibilities include offering tailored banking solutions, managing client relationships, and achieving deposit growth. Candidates should possess a Bachelor's degree in Finance, at least five years of sales experience, and exceptional credit underwriting skills. The position offers a competitive salary range of $132,500 to $205,000 and benefits like health insurance and a 401(k) plan.

Qualifications

• Minimum of two years of experience with High-Net-Worth clients.
• At least five years of experience in direct sales.
• Strong understanding of banking and lending products.

Responsibilities

• Build and enhance client relationships with High-Net-Worth clients.
• Provide proactive, advice-based solutions for clients.
• Monitor the performance of client accounts.

Skills

High-level credit underwriting skills

Sales skills

Business development skills

Networking skills

Ability to present banking proposals

Education

Bachelor’s Degree in Accounting, Finance, or related fields

Job description

Sunflower Bank, N.A. in Irvine, CA is seeking a Private Banker to foster long-term relationships with High-Net-Worth clients. Key responsibilities include offering tailored banking solutions, managing client relationships, and achieving deposit growth. Candidates should possess a Bachelor's degree in Finance, at least five years of sales experience, and exceptional credit underwriting skills. The position offers a competitive salary range of $132,500 to $205,000 and benefits like health insurance and a 401(k) plan.