Senior Private Banker — UHNW Growth & Strategy

BNY; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision insurance

Paid time off

Life insurance

Wellbeing programs

Job summary

BNY Wealth Management seeks an experienced Senior Vice President, Private Banking in the U.S. to lead strategic client relationships and drive revenue growth for a portfolio of UHNW clients.

The role requires deep knowledge of credit products, sophisticated servicing, and collaboration with marketing, legal and compliance teams to deliver tailored wealth solutions. Location options include Palm Beach, FL or Atlanta, GA.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• Experience working with ultra-high net worth clients and financial services products.

Responsibilities

• Develop and implement the strategic plan for managing and growing client banking relationships.
• Build a Center of Influence network to generate new client opportunities.
• Collaborate with Line of Business colleagues to broaden client relationships.
• Advise clients on strategic objectives and the best ways to achieve them, acting as their advocate.
• Monitor targeting and attainment of business goals while ensuring client satisfaction.
• Coordinate onboarding and risk management activities (KYC, BAC) and work with regulators as needed.

Skills

Relationship Management

Client Services

Account Management

Ultra-High Net Worth Clients

Education

Bachelor’s degree

Advanced/Graduate degree

Job description

BNY Wealth Management seeks an experienced Senior Vice President, Private Banking in the U.S. to lead strategic client relationships and drive revenue growth for a portfolio of UHNW clients.

The role requires deep knowledge of credit products, sophisticated servicing, and collaboration with marketing, legal and compliance teams to deliver tailored wealth solutions. Location options include Palm Beach, FL or Atlanta, GA.