
Private Banking Advisor
At Comerica Bank, we are seeking a dynamic, motivated, and customer service-oriented individual to join our team as a Private Banking Advisor. You will provide comprehensive financial solutions to our high net worth clients and serve as a trusted financial advisor to help them reach their financial goals.We are looking for someone who has a passion for providing excellent customer service, along with a thorough knowledge of financial planning and a deep understanding of the banking industry. The ideal candidate for this role must have the ability to build relationships with clients, understand their needs, and develop personalized strategies to help them reach their financial goals.You should possess strong interpersonal and communication skills, as well as an entrepreneurial spirit and a high-level of professionalism. The successful candidate must also have a minimum of 5 years of prior experience in private banking and wealth management, as well as a bachelor's degree in finance or a related field.If you have the qualifications and drive to provide our clients with personalized, comprehensive financial solutions and the ability to build and maintain long-term relationships, we invite you to apply to join our team as a Private Banking Advisor.
Knowledge Of Banking Regulations
Bachelor's Degree In Finance
Strong Communication And Interpersonal Skills
Comprehensive Understanding Of Financial Services And Products
Ability To Assess Customer Financial Needs And Develop Suitable Solutions
Excellent Customer Service And Organizational Skills
Proven Sales And Relationship Management Experience
Business Or A Related Field
Relevant Professional Qualifications Such As Cfp Or Cfa
Risk Management
Financial Planning
Negotiation
customer service
Relationship Management
Presentation
Credit Analysis
Compliance
Portfolio Management
Asset management
Client Relations
Investing
Banking operations
Tax Planning
Credit Solutions
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
According to JobzMall, the average salary range for a Private Banking Advisor in San Jose, CA, USA is $84,000 - $96,000 per year. The salary range for this position can vary depending on the size of the bank, years of experience, the level of responsibility, and the type of products and services the advisor provides.
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Comerica Incorporated is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth Management. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

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