A Private Banker is a financial professional who provides personalized banking and investment services to high-net-worth individuals. They offer tailored financial advice, manage investments, and help clients with wealth management strategies to grow and protect their assets.
These bankers often work for large financial institutions or boutique firms, focusing on building long-term relationships with clients. They may assist with various services, including estate planning, tax optimization, and retirement planning, ensuring that clients' financial goals are met effectively.