Senior Private Banker & Wealth Strategy MD

Aumni; Denver (CO); On-site; USD 120,000 - 150,000; Full time

Job summary

Next Frontier Capital is seeking an experienced Private Banker to join our U.S. Private Bank team in Denver, Colorado. This position involves advising families on building and managing their wealth, enhancing client relationships, and driving business growth.

The ideal candidate will have over 15 years of experience in Private Banking, with the focus on investment strategies and client experience. Strong sales skills and relevant licenses are required. Our firm values diversity and inclusion, ensuring equal opportunities for all.

Qualifications

• 15+ years of experience in Private Banking or Financial Services.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking.

Responsibilities

• Manage client relationships and provide targeted advice.
• Generate business results and acquire new clients.
• Advise clients on their overall balance sheet and investment strategies.

Skills

Private Banking Experience

Financial Services Knowledge

Sales Success

Client Relationship Management

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Job description

Next Frontier Capital is seeking an experienced Private Banker to join our U.S. Private Bank team in Denver, Colorado. This position involves advising families on building and managing their wealth, enhancing client relationships, and driving business growth.

The ideal candidate will have over 15 years of experience in Private Banking, with the focus on investment strategies and client experience. Strong sales skills and relevant licenses are required. Our firm values diversity and inclusion, ensuring equal opportunities for all.