Private Banker | Wealth & Relationship Advisor

Northwest Bank; Columbus (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Northwest Bank’s Private Banker position in New Albany, OH focuses on delivering affluent client experiences by coordinating across investments, mortgage, trust and other services to meet complex financial needs. You will build relationships with executives and professionals, initiate new business, present solutions, and work within FINRA/SEC guidelines while achieving annual production goals.

You will collaborate across lines, expand client portfolios, and provide guidance on comprehensive

Qualifications

• Bachelor's Degree in Finance / related degree preferred.
• 6 - 8 years relevant experience.
• Knowledge of securities industry, investment and insurance products and services.
• Knowledge of private banking products and services, including credit processes and policies.
• Ability to present investment strategies to clients and maintain a holistic planning approach.

Responsibilities

• Initiate contacts for developing and closing new business.
• Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
• Cultivate and maintain relationships with sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances.
• Meet and/or exceed annual production guidelines.
• Complete financial profiles and accurately analyze customer needs and prepare proposals.
• Cross-sell Northwest products and services.
• Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis.
• Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives).
• Monitor client accounts on an ongoing basis.

Skills

Relationship management

Sales

Client prospecting

Financial analysis

Communication

Team collaboration

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

Northwest Bank’s Private Banker position in New Albany, OH focuses on delivering affluent client experiences by coordinating across investments, mortgage, trust and other services to meet complex financial needs. You will build relationships with executives and professionals, initiate new business, present solutions, and work within FINRA/SEC guidelines while achieving annual production goals.

You will collaborate across lines, expand client portfolios, and provide guidance on comprehensive