Private Banker Resume Examples

The private banking services industry has significantly expanded over the last five years. Market research by Wealth-X reported that 2.67 million individuals had a high net worth between $5 million and $30 million in 2019, which has resulted in intense competition for reliable private bankers in the market.

Our private banker resume example was crafted by a certified resume writer to show you the components of an exceptional resume. Study it to learn how to write your own.


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What is a Private Banker?

A private banker is a financial and wealth expert administering tailored investment strategies to clients and supervising their finances. They are responsible for providing specialty wealth-advisory services, managing clients’ portfolios, equities, tax planning, annuities, insurance among other things. A private banker works primarily with high net worth individuals (HNW) or ultra-high net worth (UHNW) individuals. They develop personalized goals and provide possible investment advice to enhance their portfolio and business scale.

Private bankers may be employed at large banking organizations, financial services or brokerage firms to establish strategic financial and wealth management plans. They must possess a bachelor’s degree in a business discipline and relevant experience in the finance sector to qualify in the industry. They must also obtain a license from the Financial Industry Regulatory Authority (FINRA) to practice as a private banker.

What Makes This a Great
Private Banker Resume Example?

The first impression makes a lasting impact on recruiters. Study our private banker resume example to learn how to draft a compelling resume. Here is how they can help:

  • Job-specific content: Study our private banker resume example, written by a certified resume example, to see the type of resume content that recruiters look for in a resume. Or, for more help, use our Resume Builder, which offers similar pre-written content suggestions for every resume section.
  • Select an appropriate format: Candidates should select a resume format that complements their skills and career experience. An appropriate format can help showcase your details and boost your chances of landing the role. The example above uses the chronological format, which emphasizes the applicant’s long work history. Applicants with less professional experience should consider a functional or combination resume format.
  • Appropriate template: Our resume examples show you appropriate resumes templates for your field. Since a private banker likely works in a conservative environment, a simple and traditional template, like the one above, is a great choice. For more colorful resume templates, see our library of resume designs.

3 Private Banker Professional Summary Examples

A professional summary should give recruiters a snapshot of your key skills and achievements. Study our resume example above to see how to write a compelling professional summary that will compel recruiters to offer you a job interview.

Here are three additional professional summary examples to consider for your private baking resume:

  1. Detail-oriented private banker with five years of experience and a track record of achieving set investment goals. Ability to develop expert wealth management strategies to enhance client satisfaction. Consistent and organized in managing and updating portfolios.
  2. Organized private banker with six years of experience. Effective in distilling and analyzing clients’ financial needs and resources. Demonstrate excellent networking skills to draw HNW clients to the bank. Well-versed in current market trends and financial services to identify and fulfill customer requirements.
  3. Experienced private banker with expert financial management skills. Knowledgeable about current private banking policies and how to use them to effectively manage revenues and asset quality. Strong understanding of risk management procedures. Strong relationship building skills.

3 Private Banker Work Experience Examples

Your work experience section must package your skills and accomplishments to show what you bring to the table. Study them to learn how to add data and metrics to your work experience section to highlight your professional accomplishments.

Here are three additional work experience examples that might be useful:

  1. Identified and brought in 25 new customers in 2019 to expand the bank’s business growth by 35%.
  2. Provided financial counseling to sustain 70% retention and ensured 100% regulatory compliance.
  3. Planned and executed successful client-focused service solutions to add 30 new major accounts and meet financial goals.

Top Skills for Your Private Banker Resume

Professional private bankers establish profitable financial goals for clients and build tailored plans to help them achieve those goals, which requires a mix of both hard and soft skills. Our private banker resume example, written by a certified resume writer, lists the most sought-after skills in the industry. Here are some additional examples:

Hard Skills

  • Certified chartered financial analyst (CFA)
  • Certified trust and financial advisor (CTFA)
  • FINRA Series 7 licensed
  • In-depth tax market knowledge

Soft Skills

  • Strong customer service skills
  • Stellar communication
  • Active listening
  • Conflict resolution

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Private Banker FAQs

What is the industry outlook for private banking services in the United States?

Private banking services have experienced steady growth in the last five years. With the growing numbers of high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNW) in the United States, the demand for private bankers has doubled. Between 2015-2020, the industry grew at an average of 0.9% and is poised for strong competition in the securities, brokerage, and wealth management sector.

What are the primary responsibilities of a private banker?

The primary responsibility of a private banker is to provide personalized financial and banking services to high net worth individuals. They update the client’s portfolio, manage their accounts, taxes, and advise on investment options and are in charge of handling all aspects of the client’s finances.

Which are the certification courses necessary to become a private banker?

A private banker requires a bachelor’s degree in a relevant subject to work as a private banker. They must obtain appropriate licenses from the Financial Industry Regulatory Authority (FINRA) responsible for overseeing security firms in the United States. Some of the most acknowledged certifications are Chartered Financial Analyst by CFA Institute, the Certified Trust and Financial Advisor (CTFA) awarded by the American Bankers Association. Candidates may also require appropriate licenses from local state boards based on their specialized fields.