Private Banker

Writing a great private banker resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own private banker resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the private banker job you're after.

Resume samples

Bracha Mollahan

bracha.mollahan@gmail.com | (853) 795-9305 | Salt Lake City, UT

Summary


I am a private banker with over 5 years of experience in the industry. I have worked with clients from all walks of life and have been able to help them achieve their financial goals. I pride myself on being able to provide personalized service and advice that is tailored to each client's individual needs. I believe that this has been one of the key factors in my success as a private banker.

Experience


Private Banker at American Express, UTMar 2022 - Present

  • Achieved 125% of sales goals for the year.
  • Grew client base by 20% through effective networking and relationship building.
  • Demonstrated expert knowledge of wealth management products and services to clients, leading to increased sales.
  • Led team of 4 bankers to achieve top ranking in region for new account growth.
  • Consistently provided superior customer service, as evidenced by high Net Promoter Scores.

Associate Private Banker at Goldman Sachs, UTAug 2017 - Mar 2022

  • Exceeded sales goals by 20% through developing new relationships and expanding existing ones.
  • Grew book of business by $5M through effective portfolio management and tailored solutions.
  • Demonstrated excellent customer service leading to a Net Promoter Score of 9.8/10.
  • Managed a team of 3 bankers responsible for $15M in AUM.
  • Successfully completed 5 complex transactions totaling over $1B.

Education


Bachelor of Science in Business Administration at Brigham Young UniversitySep 2013 - May 2017

I have learned excellent time management, teamwork, and communication skills while studying Bachelor of Science in Business Administration.

Skills


  • Financial analysis
  • Risk management
  • Portfolio management
  • Investment banking
  • Wealth management
  • Asset management

Marleni Petrie

marleni.petrie@gmail.com | (522) 619-0861 |

Summary


I am a private banker with over 5 years of experience in the industry. I have worked with clients from all walks of life, and have helped them reach their financial goals. I pride myself on my ability to build relationships and provide tailored solutions that meet each client's unique needs. I am passionate about helping others achieve their dreams, and will always go the extra mile to ensure that they are successful.

Experience


Private Banker at Regions Private Wealth Management, LAMay 2022 - Present

  • Achieved $3 million in new deposits within first 6 months on the job.
  • Grew a book of business from $5 million to $8 million over the course of 2 years.
  • Was consistently ranked in the top 10% of bankers for new deposit growth and profitability.
  • Averaged 20% annualized return on investment for clients over 5-year period.

Associate Private Banker at IberiaBank Wealth Management, LAAug 2017 - Mar 2022

  • Achieved sales goals for 8 consecutive quarters, averaging $3.2 million in new client assets per quarter.
  • Grew book of business by 20% year-over-year through cross-selling and referral generation.
  • Exceeded annual budget by 10%, generating $1.6 million in revenue.
  • Managed a portfolio of 150 clients with average account size of $5 million.
  • Provided comprehensive financial analysis and advice to high net worth individuals and families.

Education


Bachelor of Science in Business Administration at Louisiana State UniversityAug 2012 - May 2017

I have learned excellent written and verbal communication skills, critical thinking and problem solving skills, research and time management skills.

Skills


  • Financial analysis
  • Investment planning
  • Risk management
  • Portfolio management
  • Financial modeling
  • Excel skills
  • Presentation skills