Posted: Feb 19, 2025

Private Banker

Mixed Staffing and Recruiting - Grand Rapids, MI
Full-time
Application Deadline: N/A
Finance & Insurance
Purpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed Employment Partners. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives.
 

The Private Banker will serve high-net-worth individuals by offering tailored financial solutions, including deposit services, lending, and wealth management. The ideal candidate will be experienced in managing affluent client relationships and providing a high level of personalized service.

Key Responsibilities:

  • Develop and maintain relationships with high-net-worth clients.

  • Provide customized financial solutions, including lending, investments, and trust services.

  • Work closely with internal teams to deliver exceptional client service.

  • Stay informed about market trends and regulatory requirements.

  • Identify and pursue new business opportunities.

 

Requirements

  • Minimum of 3 years of experience in private banking or wealth management.

  • Strong knowledge of financial products and services.

  • Excellent interpersonal, communication, and relationship-building skills.

  • A bachelor's degree in finance, business, or a related field is preferred.

  • Private Banking Experience Required