Private Wealth Banker: Holistic Planning & Growth

Fairygodboss; Naples (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Retirement savings plan

Mental health support

Job summary

Fairygodboss is seeking a Private Banker for its U.S. Private Bank in Naples, Florida. The role involves advising clients on wealth management, investment strategies, and financial planning to ensure their financial goals are met.

The ideal candidate will have at least three years of experience in financial services, a Bachelor's degree, and relevant licenses. The position offers competitive compensation and a focus on exceptional client service.

Qualifications

• Minimum of three years work experience in Private Banking or Financial Services.
• Proven track record in sales and strong business acumen.
• Must obtain required licenses within 90 days if unlicensed.

Responsibilities

• Manage relationships with clients and earn their trust.
• Advise clients on balance sheets and financial strategies.
• Generate new business from existing and new clients.
• Collaborate with internal specialists for client solutions.

Skills

Client experience focus

Sales success

Financial planning

Investment knowledge

Education

Bachelor's Degree

Job description

Fairygodboss is seeking a Private Banker for its U.S. Private Bank in Naples, Florida. The role involves advising clients on wealth management, investment strategies, and financial planning to ensure their financial goals are met.

The ideal candidate will have at least three years of experience in financial services, a Bachelor's degree, and relevant licenses. The position offers competitive compensation and a focus on exceptional client service.