Senior Private Client Banker - Wealth & Lending Lead

Wintrust Financial Corporation; Chicago (IL); On-site; USD 141,000 - 190,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Tuition Reimbursement

Parental Leave

Employee Assistance Program (EAP)

Flex Spending Account

Job summary

Wintrust Financial Corporation is seeking a senior Wealth Services banker in Chicago to grow relationships with high-net-worth clients. You will collaborate across internal partners to tailor lending and deposit solutions and drive profitable growth.

The role requires 7+ years of relationship-building experience, strong credit knowledge, and a track record of cross-selling investment, trust, and banking solutions. A college degree is preferred, with MS Office proficiency.

Qualifications

• 7+ years of experience cultivating new client relationships and strengthening existing client relationships with high-net-worth individuals.
• Proven ability to apply deep credit expertise and analyze investment portfolios and trust solutions.
• Experience working with partners across lines of business to meet client needs.

Responsibilities

• Maintain and expand a high-net-worth client portfolio with banking and lending solutions for profitable growth.
• Identify opportunities to develop relationships through credit and non-credit solutions and by leveraging partners.
• Negotiate loan structures and cross-sell products while staying informed on market trends.

Skills

Relationship management

Credit analysis

Cross-selling

Client relations

Education

Bachelor's degree (Business/Finance/Accounting/Real Estate/Economics)

Tools

Microsoft Office

Job description

Wintrust Financial Corporation is seeking a senior Wealth Services banker in Chicago to grow relationships with high-net-worth clients. You will collaborate across internal partners to tailor lending and deposit solutions and drive profitable growth.

The role requires 7+ years of relationship-building experience, strong credit knowledge, and a track record of cross-selling investment, trust, and banking solutions. A college degree is preferred, with MS Office proficiency.