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Job Details

Private Banker

  2025-07-29     IDB Bank - Israel Discount Bank Of New York     Beverly Hills,CA  
Description:

Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship - Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services - Building the balance sheet and P & L of their team - Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments - Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs - Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals - Work closely with Private Banking Assistants to serve client accounts effectively and efficiently - Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines. Qualifications - Bachelor's Degree in Busin...Banker, Private, Business Development, Banking


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