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Private Banker Assistant Jobs (NOW HIRING)

First Citizens Bank

Private Banker

Alpharetta, GA

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 ...

First Citizens Bank

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 ...

First Citizens Bank

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 ...

First Citizens Bank

Private Banker

Charlotte, NC · On-site

Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · 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 ...

First Citizens Bank

Private Banker

Charlotte, NC

Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...

First Citizens Bank

Private Banker

Charlotte, NC · On-site

Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · 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 ...

First Citizens Bank

Private Banker- Richmond

Richmond, VA · On-site

$100K - $175K/yr

The Private Banker is responsible for selling, promoting and supporting the delivery of Private ... Provides guidance to less experienced associates in the work group and assist with special projects ...

Extraco Banks, N.A.

Private Banker - Frisco

Frisco, TX · On-site

Summary: Private Banking is responsible for developing, managing, and retaining full personal ... Ability to cooperate with and assist others both externally and internally. * Good organizational ...

Extraco Banks

Private Banker - Frisco

Frisco, TX · On-site

Summary: Private Banking is responsible for developing, managing, and retaining full personal ... Ability to cooperate with and assist others both externally and internally. * Good organizational ...

Morgan Stanley

Associate Private Banker

Morristown, NJ

$85K - $140K/yr

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

Morgan Stanley

Associate Private Banker

San Rafael, CA

$85K - $135K/yr

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

Morgan Stanley

Associate Private Banker

New York, NY

$85K - $140K/yr

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

Morgan Stanley

Associate Private Banker

New York, NY · On-site

$85K - $140K/yr

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

Morgan Stanley

Associate Private Banker

San Rafael, CA · On-site

$85K - $135K/yr

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

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Private Banker Assistant information

See salary details

$10

$35

$89

How much do private banker assistant jobs pay per hour?

As of Jul 24, 2026, the average hourly pay for private banker assistant in the United States is $35.11, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $44.71 per hour, depending on experience, location, and employer.

What is the difference between Private Banker Assistant vs Financial Advisor?

AspectPrivate Banker AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are commonRequires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary
Work EnvironmentSupports private banking teams in banks or financial institutions, assisting with client serviceWorks directly with clients to develop financial plans and investment strategies
Employer & IndustryFinancial institutions, private banksFinancial advisory firms, banks, independent practices

While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.

What does a Private Banker Assistant do?

A Private Banker Assistant supports private bankers in managing and servicing high-net-worth clients. Their responsibilities often include preparing client documents, managing appointments, handling account inquiries, coordinating transactions, and ensuring compliance with banking regulations. They play a key role in maintaining strong client relationships by delivering excellent customer service and supporting clients’ financial needs. The role requires strong organizational, communication, and problem-solving skills. Private Banker Assistants help streamline operations so private bankers can focus on client development and financial strategy.

What qualifications do I need to be a private banker?

To become a private banker, candidates typically need a bachelor's degree in finance, economics, or a related field. Relevant experience in banking or financial services, strong interpersonal skills, and often professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are also beneficial.

How does a Private Banker Assistant typically support client relationship management within a private banking team?

A Private Banker Assistant plays a vital role in supporting relationship managers by handling client inquiries, preparing account documentation, and ensuring smooth execution of daily banking transactions. They often act as the first point of contact for clients, helping to resolve issues promptly and professionally. Additionally, they coordinate with various departments such as compliance, operations, and investment teams to facilitate seamless client service, which helps strengthen client trust and satisfaction. This collaborative environment offers valuable exposure to wealth management practices and can serve as a stepping stone to more senior roles within private banking.

Do Private Bankers get paid well?

Private Bankers typically earn competitive salaries that include base pay and performance-based bonuses, reflecting their client management and financial advisory roles. Compensation can vary based on experience, location, and the size of the bank or client portfolio, with many earning six-figure incomes or higher.

What does a private banking assistant do?

A private banking assistant supports private bankers by managing client communications, preparing financial documents, and coordinating appointments. They often handle administrative tasks, maintain client records, and use banking software to ensure smooth client service. Strong organizational skills and knowledge of financial products are important for this role.

What are the key skills and qualifications needed to thrive as a Private Banker Assistant, and why are they important?

To thrive as a Private Banker Assistant, you need a solid grasp of financial products, client account management, and administrative support, often backed by a degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance tools is typically required. Exceptional organizational skills, attention to detail, and strong interpersonal communication help you effectively support both bankers and clients. These competencies are crucial for delivering seamless service, maintaining client trust, and ensuring accurate execution of financial transactions.

What does an assistant banker do?

An assistant banker supports private bankers by handling client inquiries, preparing financial documents, and managing appointments. They often assist with account management, customer service, and administrative tasks to ensure smooth banking operations. Strong communication skills and familiarity with banking software are typically required.
More about Private Banker Assistant jobs
What cities are hiring for Private Banker Assistant jobs? Cities with the most Private Banker Assistant job openings:
What are the most commonly searched types of Private Banker jobs? The most popular types of Private Banker jobs are:
What states have the most Private Banker Assistant jobs? States with the most job openings for Private Banker Assistant jobs include:
What job categories do people searching Private Banker Assistant jobs look for? The top searched job categories for Private Banker Assistant jobs are:
Private Banker Assistant jobs near you
Infographic showing various Private Banker Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $73,019 per year, or $35.1 per hour.
Private Banker

Private Banker

First Citizens Bank

Alpharetta, GA

Full-time

Posted 21 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 105 frontline employees who took The Breakroom Quiz

85th of 150 rated banks

Job description

Overview

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.

#LI-MP1


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:

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.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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