What we do in the Private Bank
Our teams of advisors help clients achieve their goals by delivering the right solutions and services across investments, credit and banking. Our dedicated specialists also provide industry-leading advice in financial planning, estate planning, tax planning and philanthropy. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Our Private Banking teams
We have offices in 35 countries and 125 cities. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. We’re proud to be recognized as the 2022 “Best Private Bank in the World” by Euromoney.
Banker
Our bankers and their teams are our nerve centers. Our concierges. Our maestros. They orchestrate the client relationships, pulling in the right specialists to meet individual client needs.
They are exceptionally personable and exceedingly competent. Resourceful. Obsessed with responsiveness. They keep an eye on the big picture, while remembering all the details. They form close, long-lasting relationships with our clients. And grow to deeply understand their situations, goals and passions.
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Client Advisor
Our client advisors work with families to build, preserve and manage their finances. They are tuned in to all aspects of a client’s balance sheet. They also drive new client acquisition.
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Wealth Advisor
Our wealth advisors create and manage strategies that weave together many aspects of a client’s financial life. From wealth transfer to ownership to philanthropy, and beyond.
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Trust Advisor
Trust Officers establish and administer trusts for individuals, families and foundations.
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Investment Specialist
Our investment specialists customize investment advice, solutions and strategies for individual clients, based on their particular preferences and investment goals.
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Investment Specialist roles.Lending Advisor
Lending advisors at the Private Bank develop customized borrowing solutions to help clients accomplish their goals. This may include extracting liquidity from an asset they own. Or financing the purchase of something new.
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Client Service Specialist
Client service specialists at the Private Bank provide day-to-day service for clients’ banking and account activities, special requests and other client needs.
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