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Investment banker vs personal banker

The differences between investment bankers and personal bankers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an investment banker and a personal banker. Additionally, an investment banker has an average salary of $162,715, which is higher than the $37,639 average annual salary of a personal banker.

The top three skills for an investment banker include financial services, discounted cash flow and capital markets. The most important skills for a personal banker are customer relationships, cross-sell, and customer satisfaction.

Investment banker vs personal banker overview

Investment BankerPersonal Banker
Yearly salary$162,715$37,639
Hourly rate$78.23$18.10
Growth rate10%10%
Number of jobs28,46036,603
Job satisfaction-3
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 59%
Average age4343
Years of experience44

What does an investment banker do?

An investment banker is responsible for selling and issuing securities and financial assets to the stock markets to generate money and raise capital for organizations and financial institutions. Investment bankers also work with private clients to advise them of investment options and financial transactions according to the market's condition and clients' interests. They handle the clients' investment portfolios and create propositions for acquisitions and company mergers. An investment banker must have excellent knowledge of the financial and stock industry, as well as having excellent analytical skills to review statistical data and determine the best financial strategies.

What does a personal banker do?

A personal banker is responsible for managing the customers' financial records and assisting them in various banking transactions. Personal bankers' duties also include handling customers' inquiries for financial plans, understanding the banking and financial industry principles, processing applications, verifying account details, and offering bank products based on the customers' needs. A personal banker must have excellent customer service and communication skills, providing the best options for the customers, and helping them achieve their financial goals.

Investment banker vs personal banker salary

Investment bankers and personal bankers have different pay scales, as shown below.

Investment BankerPersonal Banker
Average salary$162,715$37,639
Salary rangeBetween $95,000 And $276,000Between $29,000 And $48,000
Highest paying CityBoston, MANew York, NY
Highest paying stateAlaskaNew York
Best paying companyCitiNorthern Trust
Best paying industryReal EstateFinance

Differences between investment banker and personal banker education

There are a few differences between an investment banker and a personal banker in terms of educational background:

Investment BankerPersonal Banker
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment banker vs personal banker demographics

Here are the differences between investment bankers' and personal bankers' demographics:

Investment BankerPersonal Banker
Average age4343
Gender ratioMale, 76.2% Female, 23.8%Male, 44.6% Female, 55.4%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.5% Asian, 12.4% White, 66.2% American Indian and Alaska Native, 0.2%Black or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.2% Asian, 12.2% White, 66.8% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between investment banker and personal banker duties and responsibilities

Investment banker example responsibilities.

  • Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
  • Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
  • Attain NMLS identification number for mortgage origination.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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Personal banker example responsibilities.

  • Manage customer s portfolio while identifying cross-sell opportunities to increase acquisition of customer s financial and credit services.
  • Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
  • Certify as a public notary and international wire transfers.
  • Process consumer loan applications following approve guidelines, NMLS certify.
  • Identify and maximize new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business.
  • Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives through proper customer profiling and needs-base selling.
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Investment banker vs personal banker skills

Common investment banker skills
  • Financial Services, 6%
  • Discounted Cash Flow, 6%
  • Capital Markets, 6%
  • Financial Statements, 6%
  • Client Relationships, 4%
  • Securities, 4%
Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%