Private Banker — Wealth Growth & Elite Lending

Boutique Recruiting; Portland (OR); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

401k with employer match

PTO with potential for extra week

Job summary

Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning potential.

You will work with a team to deliver exceptional client experiences and long-term career advancement. Ideal candidates have deep private banking experience, 7+ years in the field, and a proven track record in loans,

Qualifications

• 7+ years of experience in private banking or two banks, with a track record of growth
• Proven ability to generate substantial loans, deposits, and fee income
• Conversational understanding of credit and lending up to $50 million for entities
• Bachelor's degree required
• Salesforce proficiency and advanced Excel skills
• Experience in high-end banking or private wealth management preferred
• Strong client engagement and relationship-building skills
• Series 6 or Series 7 certification 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 management

Salesforce

Advanced Excel

Private banking experience

Education

Bachelor's degree

Tools

Salesforce

Job description

Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning potential.

You will work with a team to deliver exceptional client experiences and long-term career advancement. Ideal candidates have deep private banking experience, 7+ years in the field, and a proven track record in loans,