Private Banker — 3-5 Years' Experience in Melbourne, FL

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

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Perform Ad Hoc Financial

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Salary for Private Banker — 3-5 Years' Experience in Melbourne, FL

60915 - 88583

25th percentile

60915

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

50th percentile

74400

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

75th percentile

88583

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

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