Private Banker — 3-5 Years' Experience

Private Banker — 3-5 Years' Experience Job Description

Private bankers should have strong interpersonal, marketing and customer relationship skills as well as a bachelor’s degree in business, accounting or finance. A master’s degree in these fields is preferred. At least three to five years of prior corporate financial lending experience is required, two of which should have been in private banking.

Typical private banker — 3-5 years' experience duties:

Generating and closing business with the high net worth market, professional associations and investor group segment

Consulting with customers regarding their financial needs and recommending various financial products and services

Preparing loan packages for credit review and underwriting and servicing accounts

Analyzing tax returns and financial statements

Managing complex portfolios of loans, trusts and deposits

Supporting senior-level bankers in managing larger, more complex account relationships

Looking for a private banker — 3-5 years' experience or a private banker — 3-5 years' experience job?

Submit your resume or request talent now and our expert recruiters will be with you shortly.

Robert Half can help you with your private banker — 3-5 years' experience staffing needs.

Salary for Private Banker — 3-5 Years' Experience

65500 - 95250

25th percentile

65500

New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties

50th percentile

80000

Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role

75th percentile

95250

Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Managing Director/Partner – Banking and Financial Markets

175500

211000

251500

Vice President – Banking and Financial Markets

133750

164750

191750

Banking and Financial Markets Associate

86500

112000

123500

Banking and Financial Markets Analyst

59250

75750

86250

Business Development Officer

96500

122000

145750

Portfolio Manager

104750

127250

155000

Private Banker, 5+ Years' Experience

88500

107500

127250

Private Banker, 1-3 Years' Experience

52750

63000

74500

Credit Analyst, 5+ Years' Experience

75000

91250

108500

Credit Analyst, 3-5 Years' Experience

58250

70500

81750

Credit Analyst, 1-3 Years' Experience

49750

60750

78000

Newest Private Banker 3 5 Years Experience jobs

Search Jobs

VP Portfolio & Wealth Advisory

Senior Analyst - Private Equity Fund Operations

Director of Finance

Senior Fund Analyst

Hiring? Start here.

Access millions of skilled contract and permanent candidates at every level from support roles to C-suite, and pinpoint the talent you need using our industry-leading matching technology.