Senior Private Client Banker - Wealth Management Leader

Wintrust Financial Corp; Chicago (IL); Presencial; USD 141.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

Parental Leave

Employee Assistance Program

Descripción de la vacante

Wintrust Financial Corp is seeking a senior level banker to join the Wealth Services team. You will cultivate and strengthen relationships with high-net-worth clients, delivering integrated banking, lending, and wealth management solutions through collaboration with internal partners.

The role requires 7+ years of experience in wealth management and a proactive, client-centric approach. A strong network and cross-department collaboration are essential for success.

Formación

• Bachelor’s Degree required in Finance, Economics, Accounting, or related field.
• 10+ years in wealth management/private banking.
• Proven business development with COI network.
• Strong knowledge of financial planning, tax strategies, retirement and estate planning, and wealth management products.
• Familiarity with lending products and underwriting processes.
• Ability to translate complex concepts into tailored client advice.
• Proactive with client outreach and portfolio growth; strong negotiation skills.
• Knowledge of banking regulations and compliance standards.
• Collaborative mindset to work with multiple departments.
• Excellent verbal and written communication; proficient in MS Office.

Responsabilidades

• Develop and deliver a private client integrated wealth strategy.
• Serve as the dedicated private client banker for a portfolio of high-net-worth clients.
• Collaborate with a multi-disciplinary team to provide integrated wealth management solutions.
• Drive growth in high-net-worth client segment across bank charters.
• Provide comprehensive banking reviews and periodic relationship check-ins.
• Cross-sell wealth management, trust, lending, and deposit solutions to deepen relationships.
• Lead and manage client referrals through Salesforce pipeline tracking.
• Coordinate with internal partners to deliver holistic client service.

Conocimientos

Relationship building

Business development

COI network

Negotiation skills

Communication skills

Salesforce

Microsoft Office

Educación

Bachelor’s Degree in Finance/Economics/Accounting

Herramientas

Salesforce

Microsoft Excel

Descripción del empleo

Wintrust Financial Corp is seeking a senior level banker to join the Wealth Services team. You will cultivate and strengthen relationships with high-net-worth clients, delivering integrated banking, lending, and wealth management solutions through collaboration with internal partners.

The role requires 7+ years of experience in wealth management and a proactive, client-centric approach. A strong network and cross-department collaboration are essential for success.