Senior Private Banking Leader | HNW Relationship Manager

JCW Group; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group in San Antonio, TX is seeking a senior Private Banking Relationship Manager to lead our private banking team. You will manage a large, complex portfolio of high-net-worth clients while mentoring and developing the bankers around you.

This player-coach role offers real visibility. You will collaborate with private banking leadership and work across commercial banking, wealth management and business banking to deliver integrated advice to clients.

Qualifications

• 10+ years of progressive private banking experience.
• Strong lending and credit analysis skills.
• Knowledge of investments, trusts, mortgages and insurance products.
• Experience mentoring or leading bankers.
• Proven track record of expanding high-net-worth relationships.

Responsibilities

• Manage a portfolio of high-net-worth clients as their principal relationship manager
• Build comprehensive wealth plans to grow, preserve and transfer wealth
• Lead credit analysis and loan structuring for complex client needs
• Grow loan, deposit, investment and trust business across the bank
• Mentor team members and serve as a subject matter expert
• Collaborate with leadership on team performance and strategy

Skills

Lending expertise

Credit analysis

Wealth management knowledge

Team leadership

Job description

JCW Group in San Antonio, TX is seeking a senior Private Banking Relationship Manager to lead our private banking team. You will manage a large, complex portfolio of high-net-worth clients while mentoring and developing the bankers around you.

This player-coach role offers real visibility. You will collaborate with private banking leadership and work across commercial banking, wealth management and business banking to deliver integrated advice to clients.