Private Banker

JCW Group; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group in San Antonio, TX is seeking a senior Private Banking Relationship Manager to lead our private banking team. You will manage a large, complex portfolio of high-net-worth clients while mentoring and developing the bankers around you.

This player-coach role offers real visibility. You will collaborate with private banking leadership and work across commercial banking, wealth management and business banking to deliver integrated advice to clients.

Qualifications

• 10+ years of progressive private banking experience.
• Strong lending and credit analysis skills.
• Knowledge of investments, trusts, mortgages and insurance products.
• Experience mentoring or leading bankers.
• Proven track record of expanding high-net-worth relationships.

Responsibilities

• Manage a portfolio of high-net-worth clients as their principal relationship manager
• Build comprehensive wealth plans to grow, preserve and transfer wealth
• Lead credit analysis and loan structuring for complex client needs
• Grow loan, deposit, investment and trust business across the bank
• Mentor team members and serve as a subject matter expert
• Collaborate with leadership on team performance and strategy

Skills

Lending expertise

Credit analysis

Wealth management knowledge

Team leadership

Job description

Private Banking Relationship Manager, Team Lead | San Antonio, TX

A well-established Texas bank is hiring a senior Private Banker to lead its San Antonio private banking team. You'll manage a large, complex portfolio of high-net-worth clients while mentoring and developing the bankers around you.

This is a player-coach role with real visibility. You'll work closely with private banking leadership and collaborate across commercial banking, commercial real estate, wealth management and business banking to give clients fully integrated advice.

What you'll do

• Manage a portfolio of high-net-worth clients as their principal relationship manager
• Build comprehensive plans to help clients grow, preserve and transfer wealth
• Lead credit analysis and loan structuring for complex client needs
• Grow loan, deposit, investment and trust business, including referrals across the bank
• Mentor team members and serve as the team's subject matter expert
• Work with leadership on team performance and strategy

What you'll bring

• 10+ years of progressive private banking experience
• Strong lending, credit analysis and loan structuring skills
• Solid knowledge of investments, trusts, mortgages and insurance products
• Experience mentoring or leading bankers
• A track record of winning and growing high-net-worth relationships