Instead, the client can call their private banker directly to get help or make transactions. Private banking clients don’t need to step into a branch and explain their situation to whichever teller happens to be on duty at the time. Private banking, also known as “relationship management,” pairs banking clients with individuals or teams who handle all of their financial tasks within the bank. ![]() Here is what you need to know about private banking to decide whether it’s a service that can help you reach your goals. ![]() Unless you’ve worked with a private banker, you may not be aware of what they offer. In most cases, however, only high net worth customers have access to private banking. Such services generally feature concierge banking and personal attention, in addition to other potential perks. ![]() When you visit your bank’s website, you may notice a section touting the institution’s private banking services.
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