Elite Private Banker — Wealth & Lending Leader

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

Benefits offered by this job

Medical benefits

401k with 3% match

PTO + potential fifth week

Float day

Job summary

A respected financial institution is expanding its Private Banking team in the Western United States. This client-facing role focuses on delivering customized banking, lending, and wealth management solutions to affluent individuals and business owners, with autonomy to grow a portfolio.

The Private Banker will cultivate referral partnerships, manage loans up to significant amounts, and oversee treasury management needs, while maintaining a streamlined, high-service process.

Qualifications

• 7+ years of private banking experience, preferably with top banks.
• Proven track record of bringing in $15M in new loans, deposits, or assets under management.
• Bachelor's degree required; Series 6 or Series 7 preferred.
• Proficiency in Salesforce and strong Excel skills.

Responsibilities

• Develop new client relationships and enhance existing ones through proactive outreach.
• Engage with referral sources (CPAs and attorneys) to expand opportunities.
• Track and manage client data using Salesforce.
• Respond promptly to client needs and inquiries, facilitating timely solutions.
• Conduct business development activities to identify opportunities.

Skills

Relationship building

Networking with referrals

Financial analysis

Credit understanding

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

A respected financial institution is expanding its Private Banking team in the Western United States. This client-facing role focuses on delivering customized banking, lending, and wealth management solutions to affluent individuals and business owners, with autonomy to grow a portfolio.

The Private Banker will cultivate referral partnerships, manage loans up to significant amounts, and oversee treasury management needs, while maintaining a streamlined, high-service process.