Senior Private Banker: High-Impact Wealth & Relationships

Boutique Recruiting; Las Vegas (NV); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Medical coverage

401k plan with 3% employer match

Paid time off

Float day on holidays

Wellness day and sick time

Job summary

Boutique Recruiting is seeking a Private Banker NV to manage high-net-worth client relationships in Las Vegas. This client-facing role covers trust and estate planning, loans, and treasury management in a fast-paced banking environment.

You will build a robust client base, collaborate with CPAs and attorneys, and leverage Salesforce to track pipelines. A bachelor's degree, 7+ years in banking, and a track record of $15M in new loans/deposits are preferred; Series 6/7 is a plus.

Qualifications

• 7+ years of banking experience
• Proven track record of generating $15 million in new loans, deposits, and assets under management
• Conversational understanding of credit without underwriting responsibilities
• Bachelor's degree required
• Experience with Salesforce or similar software and Excel

Responsibilities

• Develop new client relationships and enhance existing ones
• Maintain ongoing communication with clients to address their financial needs
• Collaborate with referral sources (CPAs and attorneys) to generate new business
• Track client data and manage pipelines using Salesforce
• Follow up on leads and identify new business opportunities

Skills

Relationship management

Client communication

Prospecting / business development

Financial services knowledge

Social skills

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

Boutique Recruiting is seeking a Private Banker NV to manage high-net-worth client relationships in Las Vegas. This client-facing role covers trust and estate planning, loans, and treasury management in a fast-paced banking environment.

You will build a robust client base, collaborate with CPAs and attorneys, and leverage Salesforce to track pipelines. A bachelor's degree, 7+ years in banking, and a track record of $15M in new loans/deposits are preferred; Series 6/7 is a plus.