Private Banker

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

Position Title:Private Banker

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range: $160,000 - $250,000+ / Year DOE

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

Requirements:

• 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
• 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

Benefits:

• Medical benefits with eligibility details provided by HR
• 401k plan with a 3% employer match
• Generous paid time off policy, including four weeks of PTO and potential for a fifth week
• All standard banking holidays plus a float day