Private Banker, Gainesville, Florida

Our Client is a prominent and growing Bank with locations throughout Florida. Their Gainesville office has a newly created Private Banker role and is looking for a sharp Banker with a strong COI in the local market to be a key member of the Florida Private Banking team and instrumental in building out the department.

Private Banker, Responsibilities:

  • Develops and manages client relationships with high net worth and ultra high net worth individuals and families within the Gainesville market.
  • Serves as a client’s personal advocate and is responsible for managing full-service banking relationships while delivering a superior service experience to a portfolio of affluent clientele.
  • Act as the main point of contact for the client to generate deposit and loan growth through the recommendation and referral of products across business lines.
  • Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage.
  • Partner with other members of the Wealth Management team, pulling in specialists as needed.
  • Responsible for managing overall relationship profitability and portfolio risk.

 

Private Banker, Requirements:

  • Bachelors degree and a Strong Financial Services experience with a solid base in Private Banking.
  • Minimum 8 years of experience in one or more of the following: banking/credit, asset management, personal trust, and brokerage services.
  • Minimum 8 years of relationship management and sales experience ideally with UHNW Clients.
  • FINRA Series 7 and 63, and 65 or 66 securities licenses.

 

How to Apply:

  • Please contact Anna Souers, annas@iscjobs.com, 800.450.3808 
  • Referrals – Do you know someone who may be a fit?
  • We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Client Servicing Associates and ideally candidates that are not looking – who’s name comes to mind?