Private Banker
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
Alpharetta, GA · On-site
Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...
As an Associate, you will play a key role in evaluating and executing private credit and real ... banking role, including real estate acquisitions, real estate credit, M&A or advisory investment ...
As an Associate, you will play a key role in evaluating and executing private credit and real ... banking role, including real estate acquisitions, real estate credit, M&A or advisory investment ...
Atlanta, GA · On-site
$117K - $176K/yr
The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within ... Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location:
Atlanta, GA · On-site
$117K - $176K/yr
The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within ... Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location:
Atlanta, GA · On-site
$77 - $202/hr
Senior Associate. As a Bank Platform Transformation - Core Banking Modernization - Sr Associate, you will engage with clients to optimize their operational efficiency through the analysis ...
Atlanta, GA · On-site
$77 - $202/hr
Senior Associate. As a Bank Platform Transformation - Core Banking Modernization - Sr Associate, you will engage with clients to optimize their operational efficiency through the analysis ...
... private credit and commercial real estate investments. Supports deal execution from origination ... banking role, including real estate acquisitions, real estate credit, M&A or advisory investment ...
... private credit and commercial real estate investments. Supports deal execution from origination ... banking role, including real estate acquisitions, real estate credit, M&A or advisory investment ...
Atlanta, GA · On-site
$77K - $202K/yr
Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate ... As a Senior Associate, you will build meaningful client connections and learn how to manage and ...
Atlanta, GA · On-site
$77K - $202K/yr
Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate ... As a Senior Associate, you will build meaningful client connections and learn how to manage and ...
Senior Associate, Private Markets Fund Accounting Locations: Los Angeles, CA | San Francisco, CA ... Perform bank reconciliations and process journal entries * Support year-end audit process, in ...
Senior Associate, Private Markets Fund Accounting Locations: Los Angeles, CA | San Francisco, CA ... Perform bank reconciliations and process journal entries * Support year-end audit process, in ...
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice ... banking and comprehensive advice to a wide range of clients, including ultra-high net worth and ...
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice ... banking and comprehensive advice to a wide range of clients, including ultra-high net worth and ...
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice ... banking and comprehensive advice to a wide range of clients, including ultra-high net worth and ...
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice ... banking and comprehensive advice to a wide range of clients, including ultra-high net worth and ...
Atlanta, GA · On-site
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice ... banking and comprehensive advice to a wide range of clients, including ultra-high net worth and ...
Atlanta, GA · On-site
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice ... banking and comprehensive advice to a wide range of clients, including ultra-high net worth and ...
Woodstock, GA · On-site
$16.75 - $21.75/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Woodstock, GA · On-site
$16.75 - $21.75/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Woodstock, GA · On-site
$16.75 - $21.75/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals ...
Woodstock, GA · On-site
$16.75 - $21.75/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of ... Serve as a primary lead for client onboarding, investment implementation, and private banking ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of ... Serve as a primary lead for client onboarding, investment implementation, and private banking ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of ... Serve as a primary lead for client onboarding, investment implementation, and private banking ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of ... Serve as a primary lead for client onboarding, investment implementation, and private banking ...
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... banking and lending services. As client needs evolve, this close relationship allows the team to ...
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... banking and lending services. As client needs evolve, this close relationship allows the team to ...
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... banking and lending services. As client needs evolve, this close relationship allows the team to ...
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... banking and lending services. As client needs evolve, this close relationship allows the team to ...
Atlanta, GA · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... banking and lending services. As client needs evolve, this close relationship allows the team to ...
Atlanta, GA · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... banking and lending services. As client needs evolve, this close relationship allows the team to ...
Marietta, GA · On-site
$17.50 - $23/hr
... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Marietta, GA · On-site
$17.50 - $23/hr
... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
$37.6K is the 25th percentile. Wages below this are outliers.
$22.8K - $44.6K
37% of jobs
$44.6K - $66.3K
6% of jobs
$66.3K - $88.1K
4% of jobs
The median wage is $101.7K / yr.
$88.1K - $109.8K
4% of jobs
$109.8K - $131.6K
9% of jobs
$131.6K - $153.4K
6% of jobs
$169.1K is the 75th percentile. Wages above this are outliers.
$153.4K - $175.1K
11% of jobs
$175.1K - $196.9K
7% of jobs
$196.9K - $218.7K
6% of jobs
$218.7K - $240.4K
4% of jobs
$240.4K - $262.2K
4% of jobs
$22.8K
$119.2K
$262.2K
| Aspect | Associate Private Banker | Private Banker |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, FINRA licenses, and some financial certifications | Often holds additional certifications like CFP or CFA, with more extensive experience |
| Work Environment | Supports senior private bankers, handles client onboarding, and administrative tasks | Manages high-net-worth clients directly, providing personalized financial services |
| Employer & Industry Usage | Used in private banking divisions of banks and wealth management firms | Senior role within private banking teams, serving affluent clients |
The Associate Private Banker typically supports senior private bankers by handling client onboarding and administrative duties, while the Private Banker manages high-net-worth clients directly, offering tailored financial advice. Both roles require relevant financial credentials and operate within private banking environments, but the Private Banker has a more client-facing, senior position.
The most popular types of Private Banker jobs in Georgia are:
For Associate Private Banker jobs in Georgia, the most frequently searched job titles are:
The top searched job categories for Associate Private Banker jobs in Georgia are:
Cities in Georgia with the most Associate Private Banker job openings:

7.4
Based on 106 frontline employees who took The Breakroom Quiz
108th of 173 rated banks
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.
This position may be filled as a Private Banker I, II, or III based on the skills and experience of the selected candidate.
Duties & Responsibilities:
Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.
Qualifications:
Private Banker I - Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
Private Banker II - Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses
Preferred Skill(s): Credit underwriting skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Qualifications:Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Education:UNAVAILABLEEmployment Type: FULL_TIMEGet the full story on Breakroom