Dmitriy Ginosyan
SENIOR LICENSED PREMIER BANKER, VP.
Pacific Palisades
Summary
Experienced financial professional with over half a decade in the banking industry, specializing in relationship management and advisory support for Ultra High Net Worth (UHNW) clients. Proven ability to exceed sales and referral targets while delivering personalized financial solutions in collaboration with private bankers, estate planners, and investment advisors. Currently pursuing a Bachelor's degree in Finance and studying for the CFA Level I exam to advance a career in wealth management. Recognized for a consultative, client-first approach, strong product knowledge, and the ability to build and retain high-value client relationships through trust and tailored strategy.
Overview
4
4
years of professional experience
6
6
Certifications
2
2
Languages
Work History
SENIOR PREMIER BANKER, VP
Wells Fargo
05.2024 - Current
- Acted as the primary relationship liaison for ultra-high-net-worth clients, coordinating with financial advisors, estate specialists, and private bankers to deliver holistic wealth solutions. Cross-collaborated with investment and lending teams to identify client opportunities for portfolio diversification, securities-based lending, and credit facilities.
- Supported private client advisors in client meetings by preparing financial review packets, service proposals, and follow-up action plans. Leveraged CRM tools and internal platforms to track relationship activities, referrals, and product pipeline across business units.
- Ensured UHNW client retention through proactive communication, white-glove service, and coordination of exclusive Private Bank offerings. Identified and outsourced new client opportunities by leveraging market research, networking events, and high-value referral partnerships across the wealth, legal, and real estate sectors.
- Achieved a #7 ranking nationally in licensed banker production by exceeding investment, lending, and deposit goals, driven by consistent client acquisition and deepening strategies.
PRIVATE CLIENT BANKER
JPMorgan Chase
06.2023 - 05.2024
- Fostered strong relationships and provided personalized banking services to high-net-worth individuals and families, including private client banking, business banking, investments, and lending.
- Collaborated with a team of specialists, including wealth advisors, mortgage bankers, and business relationship managers, to provide integrated financial solutions, and coordinate comprehensive wealth management strategies for clients.
- Consistently achieved or exceeded sales targets, driving revenue growth, and contributing to the overall success of the branch. Developed and executed effective sales strategies to attract new high-net-worth clients, and expand the client base, resulting in a significant increase in overall production.
RELATIONSHIP BANKER
JPMorgan Chase
03.2022 - 06.2023
- Demonstrated ability to work collaboratively with cross-functional teams, including credit analysts, underwriters, business relationship managers, and wealth management advisors.
- Proven track record of exceeding sales targets and driving revenue growth in the banking industry through a strong understanding of financial products, including loans, mortgages, credit cards, and investment options.
- Built trust with customers by demonstrating knowledge of banking products and services. Generated business through customer profiling, cross-selling, and initiating new business relationships within the community.
CLIENT RELATIONSHIP CONSULTANT 2
US Bank
06.2021 - 03.2022
- Originated and closed auto, home equity, and HELOC loans by identifying client financing needs and delivering tailored lending solutions, consistently surpassing monthly and quarterly sales targets.
- Conducted thorough loan assessments, evaluating applicant creditworthiness, debt-to-income ratios, and collateral valuation, while building strong relationships with clients and providing personalized guidance and recommendations throughout the loan origination process.
- Assisted with training new personnel on company policies, products, procedures, and best practices related to customer relations. Oversaw and managed all aspects of the vault operations, conducted regular audits and reconciliations of the vault inventory, and maintained high levels of accuracy and compliance with internal controls and regulatory requirements.
Education
Bachelor of Science - FINANCE AND TECHNOLOGY
University of Phoenix
Tempe, AZ12-2025
Skills
- Client relationship management
- Private banking
- Client acquisition and prospecting
- Consultative cross-selling techniques
- High-Net-Worth (HNW) Client Service
- Financial Needs Assessment
Certification
Series 7
Accomplishments
- 3rd in credit card sales in all of California (2023-2024)
- 7th in the nation for overall sales production (2024-2025)
Timeline
SENIOR PREMIER BANKER, VP
Wells Fargo
05.2024 - Current
PRIVATE CLIENT BANKER
JPMorgan Chase
06.2023 - 05.2024
RELATIONSHIP BANKER
JPMorgan Chase
03.2022 - 06.2023
CLIENT RELATIONSHIP CONSULTANT 2
US Bank
06.2021 - 03.2022
Bachelor of Science - FINANCE AND TECHNOLOGY
University of Phoenix
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