The Private Banker's job is to provide a complete financial strategy for ultra net worth individuals, their families, and their businesses. The Private Banker builds and maintains close relationships with their clients, and seeks to implement comprehensive solutions to meet their client's needs. A successful Private Banker will draw on knowledge from the fields of investing, business banking, and trust and estate planning.
Wealth Manager
$75,000-$150,000/year
Avg Salaries from Canadian job sites
Below are the courses and credentials required and/or recommended for this career.