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Private Banking Advisor High-Net-Worth Clients

Job in Cornelius, Mecklenburg County, North Carolina, 28031, USA
Listing for: ServisFirst Bank
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Private Banking Advisor for High-Net-Worth Clients

Servis First Bank is seeking a Private Banking Officer to provide personalized banking services to high net worth clients. This role involves evaluating client needs, promoting financial products, and conducting networking activities to enhance relationships and create new sales.

The ideal candidate will have a Bachelor's degree in a related field, a minimum of three years' experience in banking, and strong communication skills. Familiarity with Microsoft Office is also required.

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