Private Banker, Vice President - Newhall, California

Job Description:
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.
9 trillion (106.
2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries.
In the U.
, we're 13,000 strong, working together to positively impact every customer, organization, and community we serve.
At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history.
This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan.
Join a team that's working to fulfill its vision to be the world's most trusted financial group.
Job Summary Proactively attract, deepen and manage comprehensive financial relationships within the affluent segment.
Have a robust knowledge of banking, credit, investment, insurance and estate/business planning products and services to provide comprehensive, holistic solutions that meet client needs through collaborative engagement of the bank's Wealth, Business Banking, and Transaction Banking partners.
Deliver a differentiated client experience for the affluent market that supports the Bank's value proposition through a consultative, customized needs based approach and proactive long-term relationship management.
Deploy an end to end sales process, primarily through regular face-to-face client engagement, to maximize their service usage, loan, insurance, investment, and business opportunities, including needs assessment, in-depth discovery meetings, one-on-one solution presentations, execution of solution plans, and ongoing client communication.
Cultivate deep referral networks through active community involvement and professional group affiliations to source new affluent clients and proactively address client needs.
Achieve quarterly and annual performance goals through proactive growth and retention of high quality client portfolio with a focus on driving overall profitability to meet bank targets.
Expected that more than 60% of work time will be spent away from the Bank's places of business.
Major Responsibilities: 60% - SALES, MARKETING AND BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION): Private Bankers develop and execute marketing and sales strategies to attract, deepen and retain a profitable portfolio, engaging internal the Bank partners as well as external centers of influence.
Act as consultative bankers and trusted client advisors focusing on maximizing profitability and identifying cross-sell opportunities.
Implement defined sales processes with prospective and existing clients, from comprehensive discovery meetings to solution delivery.
Actively create and pursue business development opportunities through client engagement at the convenience of the client.
, Cultivating a reputation for superior service, Private Bankers are expected to engage in comprehensive discovery meetings and frequent face-to-face customer interactions to develop deep customer knowledge that enables them to act as consultative bankers and trusted client advisors.
Private Bankers establish and maintain excellent working relationships with appropriate business partners (e.
, Wealth, Mortgage, and Business Banking) to facilitate cross-sell partnership and deliver comprehensive, holistic solutions to clients.
They are expected to monitor, maintain, and update sales activity, pipeline, and other pertinent information using sales management tools - in alignment to achieve quarterly and annual revenue production goals.
20% - RELATIONSHIP MANAGEMENT: Private Bankers provides full-service banking to high value customers and oversees a portfolio of simple and/or customized packaged-product account relationships.
They are accountable for balanced portfolio growth, portfolio profitability, and overall portfolio retention.
They manage relationships in the affluent market by appropriately and proactively addressing the changing needs of the client identified through regular review and refinement of the client's customized wealth management strategy.
This strategy, derived from an initial in-depth discovery meeting and sales presentation, reflects the Private Banker's deep client knowledge and trust fostered through regular discussions and face-to-face interactions.
It often includes cross-sales and partnership with appropriate bank experts (e.
, brokers, trust officers, and specialized credit officers).
Private Bankers make themselves accessible to clients and stay current on client activities through regular visits and travel throughout their sales territories.
They educate their clients on new products and services and present new opportunities for balanced growth and risk mitigation based on sound financial principles.
Additionally, Private Bankers are required to be involved in community activities as

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