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Private Banker at First Citizens Bank
Alpharetta, Georgia, United States - Full Time
Skills Needed
Client Acquisition, Portfolio Management, Credit Underwriting, Relationship Management, Wealth Management, Sales, Financial Planning, Credit Analysis, Business Development, Client Retention
Specialization
Candidates must have a Bachelor's degree with 6-8 years of experience or a High School diploma with 10-12 years of experience in financial services relationship management. Valid Series 7, 63 & 65 or 66 licenses are required.
Experience Required
Minimum 5 year(s)
Private Banker at Desjardins
Toronto, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Wealth Management, Complex Financing, Credit Analysis, Risk Management, Business Development, Financial Consulting, Strategic Planning, Client Advisory, Negotiation, Portfolio Management, Debt Management, Investment Solutions, Digital Solutions, Interpersonal Skills, Decision Quality
Specialization
Candidates must hold a bachelor's degree in finance or a related field and possess at least nine years of relevant experience, including four to six years in corporate financial consulting. Professional certifications such as MFDA, CIRO registration, and the Canadian Securities Course (CSC) are required.
Experience Required
Minimum 10 year(s)
Private Banker at Standard Bank - UK
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Onboarding
Specialization
Requires a university degree and 5-7 years of experience in sales and relationship management for high net worth individuals. Candidates must possess strong financial acumen and a proven track record in the financial services industry.
Experience Required
Minimum 5 year(s)
Private Banker at City National Bank of Florida
Beverly Hills, California, United States - Full Time
Skills Needed
Relationship Management, Asset Management, Financial Services, Sales, Credit Analysis, Wealth Transfer, Trust Planning, Estate Planning, Brokerage Services, Portfolio Management, Risk Management, Client Relationship Development, Investment Strategy, Banking Operations, Communication Skills, Strategic Planning
Specialization
Requires a bachelor's degree and a minimum of 10 years of experience in asset management, banking, or brokerage services. Candidates must be in good standing under the Safe Act and possess strong sales and relationship management skills.
Experience Required
Minimum 10 year(s)
Private Banker at Sunflower Bank NA
San Diego, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Sunflower Bank NA
Irvine, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Ali Professional
Rome, Lazio, Italy - Full Time
Skills Needed
Asset Management, Wealth Management, Estate Planning, Portfolio Management, Financial Consulting, High Net Worth Client Management, Strategic Partnership, Investment Solutions
Specialization
Must be a Financial Consultant registered with the OCF and currently managing a personal portfolio of 15-20 million euros. Requires an entrepreneurial mindset and the ability to operate as a professional freelancer (VAT number).
Experience Required
Minimum 5 year(s)
Private Banker at Standard Bank - UK
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Relationship Building
Specialization
Requires a university degree and 5-7 years of experience in sales and relationship management for high net worth individuals. Candidates must possess strong financial acumen and a proven track record in the financial services industry.
Experience Required
Minimum 5 year(s)
Private Banker at Westpac Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Relationship Management, High Net Worth Client Support, Consumer Lending, Commercial Lending, Credit Principles, Credit Policy Discipline, Wealth Management, Prospecting, Compliance, Digital Banking Services
Specialization
Requires experience in private, business, or commercial banking with a strong background in consumer and commercial lending. Candidates should possess or be willing to obtain RG146 Tier 1 and Tier 2 certifications.
Experience Required
Minimum 5 year(s)
Principal Engineer at AOT Technologies
Thiruvananthapuram, kerala, India - Full Time
Skills Needed
Ai Architecture, Llm, Rag Pipelines, Cloud Native Systems, Python, Java, Node.Js, Go, Kubernetes, Mlops, Devops, Distributed Systems, Vector Databases, Prompt Engineering, Microservices, Event Driven Architecture
Specialization
Requires a Bachelor's or Master's degree and over 12 years of software engineering experience, including 3+ years in a senior leadership role. Must have proven expertise in architecting production-grade AI/ML workloads and distributed systems across major cloud platforms.
Experience Required
Minimum 10 year(s)
Banker, Private at Standard Bank - UK
Abuja, Federal Capital Territory, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Relationship Building
Specialization
Candidates must possess a university degree and 5-7 years of experience in sales and High Networth Individuals relationship management. Proven financial acumen and a track record of success in the financial services industry are required.
Experience Required
Minimum 5 year(s)
Banker, Private at Standard Bank - UK
Abuja, Federal Capital Territory, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Wealth Management
Specialization
Candidates must possess a university degree and 5-7 years of experience in sales and High Net Worth Individuals relationship management. Proven financial acumen and a track record in the financial services industry are required.
Experience Required
Minimum 5 year(s)
Banker, Private at Standard Bank - UK
Abuja, Federal Capital Territory, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Relationship Building
Specialization
Candidates must possess a university degree and 5-7 years of experience in sales and relationship management for High Net Worth Individuals. Proven financial acumen and a track record of success in the financial services industry are required.
Experience Required
Minimum 5 year(s)
Private Dentist at PortmanDentex
Harwich, England, United Kingdom - Full Time
Skills Needed
Dentistry, Clinical Care, Patient Management, Implant Dentistry, Clinical Mentoring, Treatment Planning, Communication, Professional Development
Specialization
Must be a qualified dentist with the ability to work in a private practice setting. Should be committed to ongoing professional development and delivering excellent patient care.
Experience Required
Minimum 2 year(s)
Project Manager, Private Banking at Bank of China (Hong Kong) Limited
, , - Full Time
Skills Needed
Project Planning, Business Analysis, Stakeholder Management, Risk Management, Waterfall Methodology, Agile Methodology, Data Analytics, System Implementation, Private Banking Operations, Requirement Documentation, Budget Management, Vendor Management
Specialization
Requires a degree in Computer Science, Business Administration, or a related field with at least 3 years of experience in banking system implementation. Candidates must possess strong data analytics skills and the ability to manage multiple tasks in both Waterfall and Agile environments.
Experience Required
Minimum 2 year(s)
Private Butler & Principal's Shadow at Group Compass Ltee
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Butler Services, Uhnw Support, Wardrobe Management, Etiquette, Discretion, Hospitality Management, Travel Coordination, Food And Beverage Service, Event Support, Personal Assistance, Communication Skills, Organizational Skills
Specialization
Requires a minimum of 5 years of experience serving UHNW families or in luxury hospitality with exceptional grooming and etiquette. Candidates must be fluent in English, physically fit, and willing to travel internationally.
Experience Required
Minimum 5 year(s)
Chef Manager-- Private School at Brock & Company Inc
Malvern, Pennsylvania, United States - Full Time
Skills Needed
Culinary Leadership, Menu Planning, Purchasing, Team Leadership, Catering, Food Safety, Budget Management, Inventory Management, Cash Handling, Employee Training, Sanitation Standards, Customer Service
Specialization
Requires a culinary degree or certification and 3-5 years of comparable experience. Must hold a ServSafe certification and be capable of standing for long periods and lifting up to 35 pounds.
Experience Required
Minimum 2 year(s)
Private Duty Care Manager at Brookdale Senior Living Inc.
Homewood, Alabama, United States - Full Time
Skills Needed
Supervisory Skills, Clinical Knowledge, Problem Solving, Organizational Skills, Oral Communication, Written Communication, Time Management, Analytical Skills, Professional Ethics, Decision Making, Leadership, Healthcare Management, Patient Care, Interpersonal Skills
Specialization
Candidates should possess 3-5 years of healthcare experience and a bachelor's degree is preferred. An LPN or RN license is preferred, and at least one year of supervisory experience is required.
Experience Required
Minimum 2 year(s)
Principal Enterprise AI Risk at AMP Limited
Sydney, New South Wales, Australia - Full Time
Skills Needed
Enterprise Risk Management, Ai Governance, Responsible Ai, Operational Risk, Compliance, Stakeholder Engagement, Executive Communication, Framework Development, Regulatory Compliance, Risk Reporting, Observability, Assurance
Specialization
Requires significant experience in enterprise risk, compliance, or governance within highly regulated environments, specifically leading AI risk initiatives. Must possess strong strategic thinking and the ability to translate complex AI topics for senior audiences.
Experience Required
Minimum 10 year(s)
Private Duty CNA at Complete Home Care Private Duty LLC
Saint Petersburg, Florida, United States - Full Time
Skills Needed
Patient Care, Health Maintenance, Infection Control, Patient Transferring, Documentation, Cpr, Communication, Manual Dexterity
Specialization
Requires a High School diploma, a valid HHA or CNA certification, and current CPR certification. Candidates must have one year of home health experience or completion of a formal nursing arts training program.
Private Banker at First Citizens Bank
Alpharetta, Georgia, United States -
Full Time


Start Date

Immediate

Expiry Date

31 Aug, 26

Salary

0.0

Posted On

02 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Acquisition, Portfolio Management, Credit Underwriting, Relationship Management, Wealth Management, Sales, Financial Planning, Credit Analysis, Business Development, Client Retention

Industry

Banking

Description
Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This position may be filled as a Private Banker I, II, or III based on the skills and experience of the selected candidate. #LI-MP1 Responsibilities Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval. Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition. Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities. Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client. Qualifications Private Banker I - Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management Private Banker II - Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Preferred Skill(s): Credit underwriting skills Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Responsibilities
The Private Banker is responsible for acquiring and managing high net worth clients to drive growth and profitability. They provide customized credit, depository, and wealth management solutions through collaboration with internal wealth partners.
Private Banker at First Citizens Bank
Alpharetta, Georgia, United States - Full Time
Skills Needed
Client Acquisition, Portfolio Management, Credit Underwriting, Relationship Management, Wealth Management, Sales, Financial Planning, Credit Analysis, Business Development, Client Retention
Specialization
Candidates must have a Bachelor's degree with 6-8 years of experience or a High School diploma with 10-12 years of experience in financial services relationship management. Valid Series 7, 63 & 65 or 66 licenses are required.
Experience Required
Minimum 5 year(s)
Private Banker at Desjardins
Toronto, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Wealth Management, Complex Financing, Credit Analysis, Risk Management, Business Development, Financial Consulting, Strategic Planning, Client Advisory, Negotiation, Portfolio Management, Debt Management, Investment Solutions, Digital Solutions, Interpersonal Skills, Decision Quality
Specialization
Candidates must hold a bachelor's degree in finance or a related field and possess at least nine years of relevant experience, including four to six years in corporate financial consulting. Professional certifications such as MFDA, CIRO registration, and the Canadian Securities Course (CSC) are required.
Experience Required
Minimum 10 year(s)
Private Banker at Standard Bank - UK
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Onboarding
Specialization
Requires a university degree and 5-7 years of experience in sales and relationship management for high net worth individuals. Candidates must possess strong financial acumen and a proven track record in the financial services industry.
Experience Required
Minimum 5 year(s)
Private Banker at City National Bank of Florida
Beverly Hills, California, United States - Full Time
Skills Needed
Relationship Management, Asset Management, Financial Services, Sales, Credit Analysis, Wealth Transfer, Trust Planning, Estate Planning, Brokerage Services, Portfolio Management, Risk Management, Client Relationship Development, Investment Strategy, Banking Operations, Communication Skills, Strategic Planning
Specialization
Requires a bachelor's degree and a minimum of 10 years of experience in asset management, banking, or brokerage services. Candidates must be in good standing under the Safe Act and possess strong sales and relationship management skills.
Experience Required
Minimum 10 year(s)
Private Banker at Sunflower Bank NA
San Diego, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Sunflower Bank NA
Irvine, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Ali Professional
Rome, Lazio, Italy - Full Time
Skills Needed
Asset Management, Wealth Management, Estate Planning, Portfolio Management, Financial Consulting, High Net Worth Client Management, Strategic Partnership, Investment Solutions
Specialization
Must be a Financial Consultant registered with the OCF and currently managing a personal portfolio of 15-20 million euros. Requires an entrepreneurial mindset and the ability to operate as a professional freelancer (VAT number).
Experience Required
Minimum 5 year(s)
Private Banker at Standard Bank - UK
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Relationship Building
Specialization
Requires a university degree and 5-7 years of experience in sales and relationship management for high net worth individuals. Candidates must possess strong financial acumen and a proven track record in the financial services industry.
Experience Required
Minimum 5 year(s)
Private Banker at Westpac Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Relationship Management, High Net Worth Client Support, Consumer Lending, Commercial Lending, Credit Principles, Credit Policy Discipline, Wealth Management, Prospecting, Compliance, Digital Banking Services
Specialization
Requires experience in private, business, or commercial banking with a strong background in consumer and commercial lending. Candidates should possess or be willing to obtain RG146 Tier 1 and Tier 2 certifications.
Experience Required
Minimum 5 year(s)
Principal Engineer at AOT Technologies
Thiruvananthapuram, kerala, India - Full Time
Skills Needed
Ai Architecture, Llm, Rag Pipelines, Cloud Native Systems, Python, Java, Node.Js, Go, Kubernetes, Mlops, Devops, Distributed Systems, Vector Databases, Prompt Engineering, Microservices, Event Driven Architecture
Specialization
Requires a Bachelor's or Master's degree and over 12 years of software engineering experience, including 3+ years in a senior leadership role. Must have proven expertise in architecting production-grade AI/ML workloads and distributed systems across major cloud platforms.
Experience Required
Minimum 10 year(s)
Banker, Private at Standard Bank - UK
Abuja, Federal Capital Territory, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Relationship Building
Specialization
Candidates must possess a university degree and 5-7 years of experience in sales and High Networth Individuals relationship management. Proven financial acumen and a track record of success in the financial services industry are required.
Experience Required
Minimum 5 year(s)
Banker, Private at Standard Bank - UK
Abuja, Federal Capital Territory, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Wealth Management
Specialization
Candidates must possess a university degree and 5-7 years of experience in sales and High Net Worth Individuals relationship management. Proven financial acumen and a track record in the financial services industry are required.
Experience Required
Minimum 5 year(s)
Banker, Private at Standard Bank - UK
Abuja, Federal Capital Territory, Nigeria - Full Time
Skills Needed
Relationship Management, Sales, Credit Applications, Financial Acumen, Needs Analysis, Portfolio Management, Customer Retention, Active Listening, Query Resolution, Client Relationship Building
Specialization
Candidates must possess a university degree and 5-7 years of experience in sales and relationship management for High Net Worth Individuals. Proven financial acumen and a track record of success in the financial services industry are required.
Experience Required
Minimum 5 year(s)
Private Dentist at PortmanDentex
Harwich, England, United Kingdom - Full Time
Skills Needed
Dentistry, Clinical Care, Patient Management, Implant Dentistry, Clinical Mentoring, Treatment Planning, Communication, Professional Development
Specialization
Must be a qualified dentist with the ability to work in a private practice setting. Should be committed to ongoing professional development and delivering excellent patient care.
Experience Required
Minimum 2 year(s)
Project Manager, Private Banking at Bank of China (Hong Kong) Limited
, , - Full Time
Skills Needed
Project Planning, Business Analysis, Stakeholder Management, Risk Management, Waterfall Methodology, Agile Methodology, Data Analytics, System Implementation, Private Banking Operations, Requirement Documentation, Budget Management, Vendor Management
Specialization
Requires a degree in Computer Science, Business Administration, or a related field with at least 3 years of experience in banking system implementation. Candidates must possess strong data analytics skills and the ability to manage multiple tasks in both Waterfall and Agile environments.
Experience Required
Minimum 2 year(s)
Private Butler & Principal's Shadow at Group Compass Ltee
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Butler Services, Uhnw Support, Wardrobe Management, Etiquette, Discretion, Hospitality Management, Travel Coordination, Food And Beverage Service, Event Support, Personal Assistance, Communication Skills, Organizational Skills
Specialization
Requires a minimum of 5 years of experience serving UHNW families or in luxury hospitality with exceptional grooming and etiquette. Candidates must be fluent in English, physically fit, and willing to travel internationally.
Experience Required
Minimum 5 year(s)
Chef Manager-- Private School at Brock & Company Inc
Malvern, Pennsylvania, United States - Full Time
Skills Needed
Culinary Leadership, Menu Planning, Purchasing, Team Leadership, Catering, Food Safety, Budget Management, Inventory Management, Cash Handling, Employee Training, Sanitation Standards, Customer Service
Specialization
Requires a culinary degree or certification and 3-5 years of comparable experience. Must hold a ServSafe certification and be capable of standing for long periods and lifting up to 35 pounds.
Experience Required
Minimum 2 year(s)
Private Duty Care Manager at Brookdale Senior Living Inc.
Homewood, Alabama, United States - Full Time
Skills Needed
Supervisory Skills, Clinical Knowledge, Problem Solving, Organizational Skills, Oral Communication, Written Communication, Time Management, Analytical Skills, Professional Ethics, Decision Making, Leadership, Healthcare Management, Patient Care, Interpersonal Skills
Specialization
Candidates should possess 3-5 years of healthcare experience and a bachelor's degree is preferred. An LPN or RN license is preferred, and at least one year of supervisory experience is required.
Experience Required
Minimum 2 year(s)
Principal Enterprise AI Risk at AMP Limited
Sydney, New South Wales, Australia - Full Time
Skills Needed
Enterprise Risk Management, Ai Governance, Responsible Ai, Operational Risk, Compliance, Stakeholder Engagement, Executive Communication, Framework Development, Regulatory Compliance, Risk Reporting, Observability, Assurance
Specialization
Requires significant experience in enterprise risk, compliance, or governance within highly regulated environments, specifically leading AI risk initiatives. Must possess strong strategic thinking and the ability to translate complex AI topics for senior audiences.
Experience Required
Minimum 10 year(s)
Private Duty CNA at Complete Home Care Private Duty LLC
Saint Petersburg, Florida, United States - Full Time
Skills Needed
Patient Care, Health Maintenance, Infection Control, Patient Transferring, Documentation, Cpr, Communication, Manual Dexterity
Specialization
Requires a High School diploma, a valid HHA or CNA certification, and current CPR certification. Candidates must have one year of home health experience or completion of a formal nursing arts training program.
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