Elite Private Banker: Wealth Growth Advisor

Sunflower Bank NA; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Sunflower Bank, N.A. in Houston, TX is seeking a Private Banker to build and deepen relationships with High-Net-Worth individuals and families.

You will act as a trusted advisor, coordinating across Wealth Management and specialists to deliver tailored financial solutions and outstanding service. The role focuses on growing deposits, credit origination, and assets under management while ensuring strict credit analysis and adherence to lending procedures.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or related field.
• 7+ years of financial services experience with High-Net-Worth clients.
• Strong sales ability and willingness to pursue opportunities.
• Ability to read financial statements and understand complex presentations.
• Flexible hours with a 40-hour minimum per week.

Responsibilities

• Expand client base with proactive, advice-based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high-quality client service and appropriate recommendations to address unmet needs to acquire new clients and enhance relationships.
• Collaborate with Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Coordinate with specialists to connect clients to experts for specialized financial needs.
• Monitor the performance of client accounts and advise on goals and objectives.
• Manage private banking loan portfolio and review quality to monitor unfavorable trends.
• Achieve set goals for deposit growth, credit origination, and assets under management.
• Follow lending procedures and perform adequate credit analysis.
• Work with wealth advisors and fiduciary specialists to preserve and protect client wealth.

Skills

Sales skills

Emotional intelligence

Networking

Relationship management

Education

Bachelor's Degree in Accounting, Finance, or related field

Job description

Sunflower Bank, N.A. in Houston, TX is seeking a Private Banker to build and deepen relationships with High-Net-Worth individuals and families.

You will act as a trusted advisor, coordinating across Wealth Management and specialists to deliver tailored financial solutions and outstanding service. The role focuses on growing deposits, credit origination, and assets under management while ensuring strict credit analysis and adherence to lending procedures.