Senior Private Banker - Wealth Growth & Lending Leader

Boutique Recruiting; Kirkland (WA); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

401k with 3% match

Paid time off (PTO)

Holidays + float day

Job summary

Boutique Recruiting is partnering with a respected financial institution to recruit a Private Banker for the Western United States. The role focuses on affluent clients, wealth management, lending, and relationship growth, with autonomy to expand a portfolio and build referral networks.

The candidate will manage trust/estate considerations, loans, and treasury needs, delivering exceptional service and long-term career growth. DOE salary is $160k-$210k+.

Qualifications

• 7+ years in private banking or related field.
• Proven track record of bringing in $15M in new loans, deposits or AUM.
• Lending up to $50M for select entities.
• Degree required; Series 6 or Series 7 preferred.

Responsibilities

• Develop new client relationships and expand existing ones.
• Engage with referral sources (CPAs, attorneys) to grow business.
• Track client data in Salesforce for follow-up and relationship mgmt.
• Respond promptly to client needs and provide timely solutions.
• Identify and pursue new business development opportunities.

Skills

Relationship building

Business development

Client management

Sales outreach

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

Boutique Recruiting is partnering with a respected financial institution to recruit a Private Banker for the Western United States. The role focuses on affluent clients, wealth management, lending, and relationship growth, with autonomy to expand a portfolio and build referral networks.

The candidate will manage trust/estate considerations, loans, and treasury needs, delivering exceptional service and long-term career growth. DOE salary is $160k-$210k+.