Senior Private Banker: High-Net-Worth Relationship Leader

American-Bank-of-Commerc; Plano (TX); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career development

Job summary

ABC Bank, Plano, TX, seeks an experienced Private Banker to grow our Private Banking presence by delivering personalized financial solutions and exceptional service to high-net-worth clients.

The role emphasizes relationship-building, cross‑functional collaboration, and strategic growth. Strong leadership and business development skills are essential to expand client relationships regionally.

Qualifications

• Bachelor’s degree in Finance, Business, or related field; MBA or professional certifications strongly preferred.
• Minimum 7–10 years of progressive experience in private banking or wealth management, with leadership or program development.
• Deep knowledge of financial products including credit, deposits, investments, and trust services.

Responsibilities

• Develop and expand the Private Banking division within the region with tailored value propositions.
• Partner with executive leadership to align local goals with broader objectives.
• Ensure compliant onboarding, documentation, and servicing for high-net-worth clients.
• Identify opportunities for relationship expansion and collaborate across departments.
• Build a high-touch, relationship-driven culture across teams and clients.

Skills

Relationship management

Business development

Leadership

Communication skills

Client service

Education

Bachelor’s degree in Finance/Business

MBA or CFP/CTFA/CRC

Tools

CRM systems

Financial planning tools

Core banking software

Job description

ABC Bank, Plano, TX, seeks an experienced Private Banker to grow our Private Banking presence by delivering personalized financial solutions and exceptional service to high-net-worth clients.

The role emphasizes relationship-building, cross‑functional collaboration, and strategic growth. Strong leadership and business development skills are essential to expand client relationships regionally.