Top 41097 Private Bank Jobs

Private Banking Relationship Manager
The Milford Bank —Milford, CT
- $115,000 - $135,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
7d
Senior Fund Accounting Manager - Private Credit
Alter Domus —Carmel, IN
- Hybrid work
- 7 years
- Finance
- Analysis skills
- Employee assistance program
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Gen AI Architect
WISSEN TECHNOLOGY PRIVATE LIMITED —New York, NY
- Full-time
- 7 years
- Azure
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Relationship Manager , Funds
ICICI Bank New York —Sunnyvale, CA
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
Quick Apply
Relationship Manager , Funds
ICICI Bank New York —Manhattan, NY
- Full-time
- Bachelor's degree
- US work authorization
- In-person
- Health insurance
Quick Apply
Private Banking Account Executive
Leader Bank —Remote
- $102,400 - $153,600 a year
- Full-time
- Remote
- Mid-level
- Residential
- Bachelor's degree
- Wellness program
- Paid holidays
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Lead Private Placement Analyst - Aegon AM
Aegon Asset Management —Remote
- $150,000 - $200,000 a year
- Full-time
- Remote
- Research
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- Bachelor's degree
- Wellness program
- Paid parental leave
International Private Bank- Select Banker- Associate
JPMorganChase —New York, NY
- $150,000 - $165,000 a year
- Full-time
- 6 years
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- US work authorization
3d
Associate, Private Equity, Funds & Co-Investments Group (Summer 2026 Start)
GIC Group —New York, NY
- $135,000 - $175,100 a year
- Seasonal
- Hybrid work
- Bachelor of Science
- Office
- Bachelor's degree
- Work from home
Private Client Manager
First National Bank of Omaha —Kansas City, MO
- $63,288 - $104,425 a year
- Email
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- Disability insurance
13d
Senior Portfolio Banker - Private Equity
BMO Financial —Chicago, IL
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Databases
- Health insurance
- Tuition reimbursement
Senior Private Banker
BMO Financial —Denver, CO
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Private Banking Relationship Manager MLO and FINRA Licensed - Denver, CO
Vectra Bank Colorado —Denver, CO
- $140,000 - $180,000 a year
- Word processing
- Computer literacy
- Office
- Profit sharing
- Paid training
International Private Bank- Select Banker- Global Families Group
JPMorganChase —New York, NY
- $150,000 - $165,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
14d
Financial Crime Analyst
Flex —Remote
- $60,000 - $80,000 a year
- Full-time
- Remote
- Mid-level
- 1 year
- Communication skills
Quick Apply
Private Credit Analyst
9fin —New York, NY
- $100,000 - $140,000 a year
- Full-time
- Mid-level
- Commuter assistance
- Disability insurance
Investment Associate – Private Credit
Everest Re Group, Ltd. —New York, NY
- $130,000 - $165,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
- Wellness program
- Paid holidays
Analyst, Debt Capital Markets, Investment Banking (Private Placement Team)
CIBC —New York, NY
- $115,000 - $135,000 a year
- Extended hours
- Writing skills
- Research
- Office
- Health savings account
- Health insurance
U.S. Private Bank - Investment Professional - Associate
JPMorganChase —Los Angeles, CA
- $100,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement

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Private Banking Relationship Manager

The Milford Bank -
Milford, CT

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Job Details

Full-time
$115,000 - $135,000 a year
7 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial statement analysis
Financial report interpretation
Financial product expertise
Customer relationship management
Financial statement interpretation
Customer support

Full Job Description

Job Summary

Under the direct supervision of the President of The Milford Bank, this role manages, maintains, and develops personal financial services and wealth management solutions for high-net-worth clients, providing tailored financial advice and investment strategies aligned with their goals.

This position requires a working knowledge of Bank products and services to deliver exceptional service, meet customer needs, and maintain customer files in accordance with established Bank policies and procedures, legal and regulatory requirements, and customer satisfaction standards.

Primary Responsibilities include:

· Single point of contact for clients, providing coordinated access to company’s products and services.

· Build and maintain trusted client relationships through regular communication, personalized service, and networking to attract new clients and grow the portfolio.

· Develop, oversee, and monitor customized banking strategies, adjusting recommendations as needed based on market conditions and client objectives.

· Evaluate complex financial documents, assess risk, and develop strategic financial plans that support client needs and goals. Refer clients to appropriate experts in estate planning and tax optimization.

· Provide guidance on wealth management, risk management, and credit solutions.

· Ensure financial activities comply with internal policies, applicable laws and regulations, confidentiality requirements, and ethical standards.

· Stay informed of economic trends, financial products, and opportunities to provide timely, strategic advice.

· Prepare required materials in advance of independent audits and State and Federal examinations.

· Interact professionally with current and prospective customers to support relationship development and service delivery.

· Demonstrate knowledge of digital banking products, services, and customer support practices.

· Maintain the confidentiality of customer financial and personal information.

Other Responsibilities:

The responsibilities described above are intended to outline the general duties associated with this position. The Bank reserves the right to assign additional duties, whether related or unrelated to those listed, as business needs require.

Position Requirements:

· Bachelor’s degree in finance, economics, business administration or equivalent experience.

· 3–5 years of private banking, wealth management, or related financial services experience.

· Ability to work independently, manage priorities, meet deadlines, exercise sound judgment, and analyze financial statements and related information.

· Strong written and interpersonal communication skills.

· Superior customer service skills.

Pay: $115,000.00 - $135,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

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