Wealth Management Private Banker – Licensed

Fremont Bank

. Deliver a high-touch client experience .

Posted 10/30/2026full-timeFremont • California • United StatesMid-LevelSenior💰 $92,500 - $127,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering personalized financial advice and managing high-net-worth client portfolios while achieving growth in deposits, loans, and investments. Strong ability to build relationships and collaborate with internal partners to provide tailored banking and investment solutions.

Highest-signal resume keywords

Bachelor's Degree5+ Years Experience In Branch Private BankingSeries 6 And 63 Securities LicensesBusiness Development And Relationship BuildingKnowledge Of Banking And Investment Products

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Needs AssessmentPortfolio ManagementInvestment SolutionsBanking Products KnowledgeConsumer Lending KnowledgeBusiness Lending KnowledgeSales Target AchievementRegulatory ComplianceBroker-Dealer CompliancePortfolio Review Documentation

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsTime ManagementOrganizational Skills

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseSeries 7 License (Preferred)

Industry Keywords

High-Net-Worth ClientsClient ExperienceBusiness DevelopmentCommunity InvolvementNetworkingReferral GenerationFinancial ProductsInvestment SolutionsCompliance RequirementsClient Relationship Management

About the role

Key responsibilities & impact

Deliver a high-touch client experience
Conduct comprehensive financial needs assessments
Provide personalized financial advice
Develop new business opportunities with high-net-worth business and consumer clients
Manage a portfolio of high-net-worth clients
Recommend appropriate financial products
Deliver tailored banking, credit/borrowing, and investment solutions aligned with client goals
Collaborate with Branch Managers and Associates, Financial Advisors, Commercial and Residential Loan Officers, and other partners
Acquire new clients through referrals, networking, and targeted marketing
Engage in community and professional events to build relationships and attract new business
Host clients, centers of influence, and prospects at bank events
Serve as the main point of contact for clients’ financial needs and inquiries
Coordinate with internal partners to provide customized advice and solutions
Schedule and conduct portfolio reviews, documenting updates and follow-up actions
Achieve defined growth in deposits, loans, and investments
Exceed assigned sales and referral targets
Ensure adherence to regulatory and internal compliance requirements
Complete broker-dealer compliance, attestation, annual compliance certifications, bank compliance training, and expense reports in a timely manner

Requirements

What you’ll need

Bachelor’s degree required
Minimum 5 years of experience in branch private banking
Demonstrated success in business development by cultivating and leveraging relationships with center of influence to generate new client business
Strong knowledge of local community needs and demonstrated commitment to community involvement
Strong relationship building skills with clients, branch managers & associates, and other internal partners
Strong knowledge of banking, investment, consumer lending, and business lending products and services
Excellent interpersonal, communication, and presentation skills
Strong time management and organizational skills
Series 6 and 63 (or 66) securities licenses required
Series 7 preferred

Benefits

Comp & perks

Medical, dental, and vision insurance
Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
Employee Stock Ownership Plan (ESOP)
401(k) with employer match
Performance-based bonuses or incentives
Paid holidays, vacation, and sick time
Free personal checking and savings accounts
Home loan rate discounts
Tuition reimbursement and professional development resources
On-site gym and discounted health club memberships
Employee Assistance Program (EAP)
A people-first culture grounded in inclusion and excellence
Deep community involvement and local reinvestment
Mission-driven workplace where values and performance go hand in hand