Private Bankers

To become a private banker, you will need a minimum of three years of investment experience and a proven record of generating new business.

Private banking is a relationship-driven career. As a result, private bankers need excellent interpersonal, communication, and presentation skills, and they must be able to develop authentic personal relationships with their clients (i.e., taking an interest in them as individuals and remembering details about their work and families). Other important traits include the ability to multitask; strong ethics and discretion; excellent organizational, time-management, and business development skills; good judgment; a detail-oriented personality; and a keen interest in and knowledge of the investment industry, investment strategies, and credit products (e.g., credit cards, residential mortgage products, home equity lines of credit, securities-based loans).