Emanuele Montalto
Morgan Hill,CA
Summary
Dedicated and top-performing Senior Private Client Banker with over 12 years of experience in the banking industry, including seven years at First Republic Bank. Proven track record of building strong client relationships, exceeding sales targets, and providing tailored financial solutions. Specialized in wealth management and financial planning for high-net-worth clients with a minimum of $750K in assets under management. Skilled in relationship management, investment collaboration, and delivering comprehensive banking and financial solutions. Committed to providing exceptional service and contributing to the continued success of JPMorgan Chase.
Overview
13
13
years of professional experience
Work History
Senior Private Client Banker
JPMorgan Chase
Mountain View, CA
07.2023 - Current
- Serve as the main point of contact for high-net-worth clients, managing their day-to-day banking needs while providing strategic wealth management solutions
- Work closely with JPMorgan financial advisors to develop tailored investment strategies and financial planning solutions
- Build and deepen client relationships by offering personalized banking and lending services
- Identify opportunities to enhance client portfolios through investment and lending solutions
- Ensure a seamless and high-touch client experience by coordinating with internal teams and leveraging JPMorgan's resources
- Stay informed on financial markets, investment trends, and regulatory changes to provide expert guidance
Preferred Relationship Banker
First Republic Bank
Los Gatos, CA
01.2018 - 07.2023
- Surpassed sales goals by 160% by promoting banking services to Preferred clients at First Republic Bank
- Built strong relationships with high-net-worth individuals, offering personalized financial advice
- Acted as the main contact for clients, addressing inquiries and ensuring top-notch service
- Identified new business opportunities through networking and referrals
- Collaborated with internal teams to provide comprehensive financial solutions
- Cross-sold additional products like loans and investments to existing clients
- Managed client portfolios to optimize financial performance
- Contributed to the growth of First Republic Bank through exceptional service and sales
Client Service Associate
JPMorgan Chase
07.2016 - 12.2017
- Provided top-notch service to commercial clients at JPMorgan Chase, handling revenues from $50 million to $100 million+
- Worked closely with commercial relationship bankers to understand client needs and offer tailored solutions
- Acted as a bridge between clients and internal teams, ensuring smooth operations and prompt issue resolution
- Managed day-to-day banking tasks for commercial clients, maintaining accuracy and compliance
- Proactively sought ways to improve client satisfaction and address concerns
- Assisted clients with banking inquiries and provided expert guidance
- Conducted regular account reviews to ensure compliance and accuracy
- Built strong relationships with clients, fostering loyalty and trust
- Contributed to portfolio growth and retention through exceptional service
Client Service & Sales Representative
Wells Fargo
01.2012 - 06.2016
- Provided top-notch customer service to retail clients as a Wells Fargo Personal Banker, assisting with daily banking needs
- Acted as a trusted advisor, recommending banking solutions to meet clients' financial goals
- Successfully cross-sold various banking products and services to clients
- Built strong relationships with clients through attentive listening and personalized service
- Educated clients on banking products and benefits to help them make informed decisions
- Collaborated with team members to ensure smooth service delivery
- Maintained accurate client records in compliance with regulations
- Engaged in ongoing training to improve skills and knowledge
- Contributed to branch sales goals through proactive client engagement
Skills
- Wealth management and financial planning for high-net-worth clients ($750K AUM)
- Relationship management and personalized financial advising
- Collaborating with financial advisors to provide holistic investment strategies
- Day-to-day banking services and long-term financial planning
- Business development through networking and referrals
- Cross-selling banking, lending, and investment products
- Compliance, regulatory adherence, and risk management
- Staying updated on market trends and competitor offerings
- FINRA- licensed professional holding Series 6, 63, SIE and California Life Insurance licenses
Timeline
Senior Private Client Banker
JPMorgan Chase
07.2023 - Current
Preferred Relationship Banker
First Republic Bank
01.2018 - 07.2023
Client Service Associate
JPMorgan Chase
07.2016 - 12.2017
Client Service & Sales Representative
Wells Fargo
01.2012 - 06.2016
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