HNW Private Banking & Wealth Advisor

JCW Group; Connecticut; On-site; USD 125,000 - 200,000; Full time

Job summary

A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor to manage high-net-worth relationships and drive business development. The role requires a minimum of 5 years in private banking or wealth management and a strong understanding of client needs and credit structures. The ideal candidate will have a proven track record in generating new relationships and delivering tailored banking solutions. This full-time position offers a competitive salary range of $125,000 - $200,000 per year.

Qualifications

• Minimum 5+ years in private banking or wealth management roles.
• Demonstrated success in generating new HNW relationships.
• Strong understanding of credit structures and family business needs.

Responsibilities

• Manage a defined book of HNW clients and deliver banking services.
• Acquire new client relationships through targeted prospecting.
• Conduct financial reviews and structure tailored investment solutions.
• Partner with internal specialists to execute client strategies.
• Maintain accurate documentation and ensure regulatory compliance.

Skills

Private banking experience

Wealth management

Client relationship management

Business development

Understanding of credit structures

Portfolio construction basics

Education

Relevant certifications (CFA or CFP preferred)

Job description

A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor to manage high-net-worth relationships and drive business development. The role requires a minimum of 5 years in private banking or wealth management and a strong understanding of client needs and credit structures. The ideal candidate will have a proven track record in generating new relationships and delivering tailored banking solutions. This full-time position offers a competitive salary range of $125,000 - $200,000 per year.