Comerica Bank

Private Banking Advisor

Comerica Bank

San Jose, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at San Jose, CA, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Comerica Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Comerica Bank

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started