Private Banker

Boutique Recruiting; Irvine (CA); On-site; USD 160,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

401k plan with employer match

PTO 4 weeks (+1 potential)

Job summary

Boutique Recruiting partners with a leading financial institution to recruit a Private Banker for its Western US expansion. The role focuses on affluent clients, loans, treasury management, and wealth solutions, with autonomy to grow portfolios and partnerships.

Salary ranges from $160,000 to $250,000+ per year, DOE, with strong benefits including medical, 401k match, and generous PTO. Requires 7+ years in banking, a track record of $15M in new loans/assets, and Series 6 or 7 preferred.

Qualifications

• 7+ years of experience in private banking or wealth management, across two banks or fewer, with proven growth

Responsibilities

• Develop new client relationships and enhance existing ones
• Engage with referral sources to expand business opportunities
• Track and manage client data using Salesforce to ensure effective follow-up
• Respond promptly to client needs and inquiries, delivering timely solutions
• Conduct business development to pursue new opportunities

Skills

Relationship building

Client management

Tools

Salesforce

Excel

Job description

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
• 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
• 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