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: