Elite Private Banker for Wealth Growth & Top Clients

Boutique Recruiting; Irvine (CA); On-site; USD 160,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

3% employer 401k match

PTO including 4 weeks (potential 5th)

Job summary

Boutique Recruiting is seeking a Private Banker for a leading Western U.S. financial institution. You will cultivate relationships with affluent clients, deliver tailored banking and lending solutions, and coordinate with specialists to service complex needs.

The role emphasizes building a strong pipeline, partnering with CPAs and attorneys, and leveraging Salesforce for relationship management. Excellent earning potential and long-term career growth are offered.

Qualifications

• 7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth.
• Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management.
• Conversational understanding of credit, with the ability to lend up to $50 million for specific entities.
• Proficiency in Salesforce or similar software, along with strong Excel skills.
• Series 6 or Series 7 certification is preferred.

Responsibilities

• Develop new client relationships and enhance existing ones through proactive outreach.
• Engage with referral sources, including CPAs and attorneys, to expand business opportunities.
• Track and manage client data using Salesforce to ensure effective follow-up and relationship management.
• Respond promptly to client needs and inquiries, facilitating timely solutions.
• Conduct business development activities to identify and pursue new opportunities.

Skills

Relationship building

Salesforce knowledge

Excel skills

High-end banking experience

Series 6/7 certification

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

Boutique Recruiting is seeking a Private Banker for a leading Western U.S. financial institution. You will cultivate relationships with affluent clients, deliver tailored banking and lending solutions, and coordinate with specialists to service complex needs.

The role emphasizes building a strong pipeline, partnering with CPAs and attorneys, and leveraging Salesforce for relationship management. Excellent earning potential and long-term career growth are offered.