Senior Private Banker, Ultra High Net Worth

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.

+ Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
+ Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.
+ Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor.
+ Develops relationship wi...