Applicant Tracking Systems (ATS) are software programs recruiters use to sort resumes. They scan resumes for keywords and structured data. If your resume lacks key terms or uses odd formatting, ATS can skip it.

For a Private Banker, ATS looks for client-facing skills, wealth management tools, and certifications. Include keywords like "wealth management", "fiduciary advice", "portfolio management", "asset allocation", "AML/KYC", "private banking", "relationship management", "CFP", "CFA", and specific platforms like "Salesforce" or "Envestnet".

• Use standard section titles: "Work Experience", "Education", "Skills", "Certifications".
• Keep formatting simple: no tables, columns, text boxes, headers, footers, images, or graphs.
• Choose common fonts like Arial, Calibri, or Times New Roman and send .docx or PDF when allowed.

Write bullet points that use exact terms from the job posting. Quantify outcomes, like "grew client AUM by 25%". Put certifications in a separate "Certifications" section so ATS can read them.

Avoid creative job titles and synonyms instead of exact wording. Don’t bury skills in an image or header. Keep contact info in the main body so ATS can find it.

Pick a clean template that highlights relationships and client wins. Use a reverse-chronological layout so hiring managers see your latest client results first.

Keep length to one page if you have under 10 years of client-facing private banking work. Use two pages only if you have long, directly relevant experience managing high-net-worth portfolios.

Use ATS-friendly fonts like Calibri, Arial, Georgia or Garamond. Set body text to 10–12pt and headers to 14–16pt so readers scan quickly.

Give each section breathing room. Use 0.12–0.18in line spacing or about 1.05–1.15 in word processors and consistent margins for tidy white space.

Use simple formatting over flashy designs. Bulleted lists, consistent bolding for job titles, and standard headings help both people and Applicant Tracking Systems parse your info.

Avoid columns, heavy graphics, and embedded tables. Those elements often break ATS parsing and hide key data.

Use clear section headings like "Summary," "Experience," "Client Portfolio," "Licenses & Certifications," and "Education." Put contact info and licenses at the top.

Put quantifiable achievements first. Show assets under management, growth percentages, client retention rates, or notable mandates.

Watch these common mistakes: long dense paragraphs, inconsistent date formats, tiny fonts, and using unusual section titles. Fix these and your resume reads faster and looks professional.

Writing a tailored cover letter matters for a Private Banker role. It lets you connect your client-facing skills to the bank's needs. A strong letter shows genuine interest and complements your resume.

Header: Put your name, contact details, and the date. Add the hiring manager's name and the bank's address if you know them.

Opening paragraph: Start by naming the Private Banker role you want. Show real enthusiasm for the firm. State your top qualification or where you found the opening.

Body paragraphs: Link your experience to the job. Focus on client relationship work, portfolio management, and risk awareness. Show measurable results and specific skills. Use keywords from the job posting.

• Mention one notable client win or asset growth percentage.
• List relevant technical skills like financial analysis, CRM use, or portfolio construction.
• Note soft skills: relationship building, discretion, and clear communication.

Write each body paragraph to cover one idea. Start with a short achievement sentence. Follow with a brief example that explains how you did it.

Closing paragraph: Reiterate your interest in the Private Banker role and the firm. State confidence in your ability to add value. Ask for an interview or a meeting. Thank the reader for their time.

Tone and tailoring: Keep a professional, warm, and confident tone. Address the reader directly as you. Customize every letter. Avoid generic templates and repeat only the most relevant resume points.

Keep sentences short and plain. Use one technical term per sentence when needed. Read your letter aloud to check flow and cut extra words. Small edits will make your message clearer and stronger.

Private banking roles hinge on trust, accuracy, and clear client outcomes. Your resume must show that you can protect assets, grow relationships, and follow strict compliance rules. Small mistakes can cost interviews or trigger suspicion.

Below are common pitfalls private bankers make and simple fixes you can apply right away.

This set of FAQs and tips helps you craft a Private Banker resume that highlights client relationships, portfolio skills, and compliance experience. Use the suggestions to make your qualifications clear, measurable, and tailored to private banking roles.