Private Banker, VP - Private Wealth

Associated Bank, NA(2 months ago)

Milwaukee, WIOnsiteFull TimeSenior$95,060 - $162,960Private Wealth

About this role

Associated Bank is hiring a Private Banker within its Private Wealth group to serve high-net-worth clients with customized financial solutions. The role is based out of the downtown Milwaukee location and focuses on building long-term trusted client relationships while connecting clients to broader bank resources.

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Required Skills

Private Banking
Wealth Management
Client Relationship Management
Business Development
Financial Advice
Lending
Deposit Products
Credit Analysis
Needs Assessment
Asset Growth

+3 more

Qualifications

Bachelor's Degree
CWS (Certified Wealth Strategist)

About Associated Bank, NA

associatedbank.com

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.

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