Private Banker

JCW Group; San Antonio (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

JCW Group in San Antonio, TX seeks a senior Private Banking Relationship Manager to lead its private banking team. You will manage a large portfolio of high-net-worth clients and mentor the bankers around you, delivering integrated wealth solutions.

This player-coach role emphasizes collaboration with private banking leadership and cross-functional partners to provide comprehensive financial guidance.

Qualifications

• 10+ years of progressive private banking experience.
• Strong lending, credit analysis and loan structuring skills.
• Solid knowledge of investments, trusts, mortgages and insurance products.

Responsibilities

• Manage a portfolio of high-net-worth clients as their principal relationship manager.
• 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.

Skills

Relationship management

Lending & loan structuring

Credit analysis

Investments & trusts

Mentoring or 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