Private Banker
Northwest Bank(1 month ago)
About this role
The Private Banker is a client-facing wealth advisor responsible for managing affluent relationships and delivering comprehensive Northwest Bank products and services. The role acts as the primary point of contact for high-net-worth clients, coordinating expertise across investment, trust, mortgage, and lending teams to support clients’ financial goals. It emphasizes maintaining a strong community presence and holistic financial planning for clients.
Required Skills
- Relationship Management
- Financial Analysis
- Wealth Management
- Cross-Selling
- Investment Knowledge
- Client Acquisition
- Compliance
- Financial Planning
- Presentation
- Portfolio Monitoring
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Life/Acc/Health
About Northwest Bank
northwest.bankBanking built around your business. What makes a great banking partner? A team that acts as an extension of your company. Understands all angles of your business. Develops realistic plans for achieving your current and future goals. All so you can focus on what you do best. See how Northwest 360 can increase the value of you.
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