Senior Private Banking Team Lead & Relationship Expert

JCW Group; San Antonio (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

JCW Group in San Antonio, TX seeks a senior Private Banking Relationship Manager to lead its private banking team. You will manage a large portfolio of high-net-worth clients and mentor the bankers around you, delivering integrated wealth solutions.

This player-coach role emphasizes collaboration with private banking leadership and cross-functional partners to provide comprehensive financial guidance.

Qualifications

• 10+ years of progressive private banking experience.
• Strong lending, credit analysis and loan structuring skills.
• Solid knowledge of investments, trusts, mortgages and insurance products.

Responsibilities

• Manage a portfolio of high-net-worth clients as their principal relationship manager.
• Lead credit analysis and loan structuring for complex client needs.
• Grow loan, deposit, investment and trust business, including referrals across the bank.
• Mentor team members and serve as the team's subject matter expert.
• Work with leadership on team performance and strategy.

Skills

Relationship management

Lending & loan structuring

Credit analysis

Investments & trusts

Mentoring or team leadership

Job description

JCW Group in San Antonio, TX seeks a senior Private Banking Relationship Manager to lead its private banking team. You will manage a large portfolio of high-net-worth clients and mentor the bankers around you, delivering integrated wealth solutions.

This player-coach role emphasizes collaboration with private banking leadership and cross-functional partners to provide comprehensive financial guidance.