Elite Private Banker – Wealth & Lending Growth

Boutique Recruiting; Phoenix (AZ); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

401k with employer match

PTO with potential for fifth week

Banking holidays + float day

Job summary

Boutique Recruiting is partnering with a respected financial institution to recruit a Private Banker for the Western United States. Engage with affluent clients and trusted advisors to deliver customized banking and wealth management solutions.

The role emphasizes relationship building, credit insights, and a streamlined process to deliver exceptional service while growing your portfolio and earning potential.

Qualifications

• 7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth.
• Proven 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.
• Minimum Bachelor's degree.
• Proficiency in Salesforce or similar software, along with strong Excel skills.
• Experience in high-end banking, preferably in private wealth.
• 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

Salesforce

Excel

Private Banking

Series 6

Series 7

Education

Bachelor's degree

Job description

Boutique Recruiting is partnering with a respected financial institution to recruit a Private Banker for the Western United States. Engage with affluent clients and trusted advisors to deliver customized banking and wealth management solutions.

The role emphasizes relationship building, credit insights, and a streamlined process to deliver exceptional service while growing your portfolio and earning potential.