Private Banker - Wealth Management & Client Growth

Capital City Trust Company; Gainesville (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase

Discounts on Products and Services

Job summary

Capital City Bank is seeking a Private Banker to acquire, develop and manage relationships with high-net-worth clients across Florida. The banker will deliver wealth management advice, coordinate banking, trust, insurance and investment solutions, and partner with wealth associates to expand client relationships.

Responsibilities include generating new business, meeting growth goals, and collaborating with attorneys and CPAs.

Qualifications

• Five to ten years as a Private Banker, Wealth Advisor or Financial Planner preferred.
• Strong client relationship and business development capabilities.
• Knowledge of financial planning, estate, and risk management concepts.

Responsibilities

• Serve as primary relationship manager for banking and credit solutions with wealth and trust partners.
• Develop new business through referrals, centers of influence and events.
• Meet with clients to assess needs via discovery and financial planning.
• Educate clients on estate planning, retirement, portfolio management, and cash management.
• Manage onboarding, documentation and funding for new accounts.
• Coordinate with internal partners to deliver comprehensive wealth services.
• Maintain knowledge of policies, tax and trust law changes affecting clients.
• Travel as required and adhere to vehicle guidelines.

Skills

Business development

Communication

Organizational skills

Team player

Detail-oriented

Windows/Office familiarity

Education

Bachelor’s degree in finance or related field

CFP designation and Series 7/66 preferred

Tools

Outlook

Excel

Word

Job description

Capital City Bank is seeking a Private Banker to acquire, develop and manage relationships with high-net-worth clients across Florida. The banker will deliver wealth management advice, coordinate banking, trust, insurance and investment solutions, and partner with wealth associates to expand client relationships.

Responsibilities include generating new business, meeting growth goals, and collaborating with attorneys and CPAs.