Private Banker jobs in Florida
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Banker
- CIBC US
-
Royal, FL
FULL_TIME
-
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
The Private Banker will be responsible for, but not limited to, the following activities:- Responsible for establishing new private banking lending and deposit relationships.
- Support all banking and customized lending solution needs identified within CIBC Private Wealth Management. Seek to become trusted advisor through regular client contact and relationship building.
- In addition to managing new and existing client relationships, explore opportunities to provide additional credit and non-credit services. Serve as client’s primary internal resource as it relates to lending and deposit needs.
- Partner with CIBC Private Wealth Management Relationship Managers and other team members to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of pre-screen and relationship strategy meetings.
- Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate.
- Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Responsibilities include interfacing with the Underwriting team and Credit Risk Management. Quarterback to drive deals through the underwriting and closing process.
- Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.
- Ensure banking portfolio responsibilities are completed, including portfolio reviews, past dues, renewals and collection of key financial information.
- Responsible and accountable for the risk rating accuracy and risk identification on assigned portfolio. Seek to actively keep informed of changes to policy and procedure that will impact portfolio (credit policy, risk rating framework, regulatory, compliance requirements).
- Act as an ambassador for CIBC Private Wealth Management through active participation in local market and industry events to maintain current market knowledge and develop new client relationships.
- Promote an environment that supports diversity and reflects the CIBC brand.
- Minimum of 5-7 years of experience developing and managing lending and deposit relationships with high net worth and ultra-high net worth clients
- Bachelor’s Degree in Business, Finance, Accounting, Real Estate, Economics preferred
- Demonstrated experience applying deep credit expertise, working knowledge of investment portfolios and trust solutions
- Ability to foster and maintain private banking relationships with high level of competency
- Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high net worth and ultra-high net worth individuals, families and institutions
- Ability to apply credit expertise, and identify risk, within a specific banking industry or vertical
- Ability to complete necessary analysis and documentation to achieve credit actions related to Private Banker’s existing portfolio (e.g., structure, waivers, and modifications)
- Formal credit training a plus
- Proficient in Microsoft Office products with advanced knowledge financial analysis and modeling.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
FL-Palm Beach, 340 Royal Palm Way
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Business Development, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management, Wealth Management - 5 Days Ago
Private Banker - Gainesville Florida
- Capital City Bank Group, Inc.
-
Alachua, FL
FULL_TIME
- Job DetailsDescriptionPrivate Banker - Gainesville Florida Market - More than your bank, your banker.HoursMon- Fri 40 HoursGeneral SummaryCapital City Trust Company is committed to expanding its servi...
- 5 Days Ago
Wealth Management Private Banker
- United Community
-
Ponte Vedra Beach, FL
FULL_TIME
- Job Title: Wealth Management Private BankerReports To: Regional Director, United Community WealthDirect Reports: N/ASalary Grade: 12SummaryPrivate Banker is responsible for acquiring, maintaining, and...
- 6 Days Ago
Senior Private Banker - Lubbock
- HTLF
-
Odessa, FL
FULL_TIME
- HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orienta...
- 8 Days Ago
PWM Private Banker
- U.S. Bank National Association
-
Sarasota, FL
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 9 Days Ago
Private Banker (MIAMI)
- Pacifica Continental
-
Miami, FL
FULL_TIME
- Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes.They as looking for an experienced Private BankerLocation: Miami,...
- 10 Days Ago
Private Banker jobs at Popular Companies
SVP, Private Banker
- NexBank
-
Dallas, TX
- Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
- 6/10/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
Atlanta, GA
- Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
- 6/10/2024 12:00:00 AM
Private Banker
- The Judge Group
-
Milwaukee, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/9/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
New York, NY
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 6/9/2024 12:00:00 AM
Private Banker - Director
- Deutsche Bank
-
Los Angeles, CA
- Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
- 6/9/2024 12:00:00 AM
Private Banker
- Hiring Now!
-
Wayzata, MN
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/7/2024 12:00:00 AM
Senior Private Banker
- Avior Executive Search, Inc
-
- Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
- 6/7/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
Atlanta, GA
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 5/13/2024 12:00:00 AM
About Florida
Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$69,731 to $102,510
Most Popular Cities in Florida for Private Banker Jobs
What does a Private Banker do?
Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019