Wealth Advisory Private Banker

Sunflower Bank Mortgage Lending; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Health Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Irvine is seeking a Private Banker to cultivate long-term client relationships with high-net-worth individuals, coordinating across wealth management and banking teams.

You will deliver tailored financial solutions, grow deposits and credit, and ensure compliance with industry standards. Minimum five years selling to HNW clients and a Bachelor’s in finance or accounting preferred. This is a full-time role with competitive compensation and benefits.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• Minimum two years in financial services serving HNW clients.
• Minimum five years direct sales experience.
• Strong credit underwriting for HNW clients; analyze tax returns and financials.

Responsibilities

• Grow the private banking client base with proactive, advisory solutions.
• Develop relationships with high-net-worth individuals and professionals.
• Coordinate with Wealth Management to identify planning opportunities.
• Collaborate with specialists to connect clients to experts for complex needs.
• Monitor accounts and strive for deposit growth, credit origination, and AUM.

Skills

High-net-worth client service

Sales and business development

Relationship management

Prospecting and networking

Financial advisory

Education

Bachelor’s Degree in Accounting or Finance

Two+ years of financial services experience with HNW clients

Job description

Sunflower Bank, N.A. in Irvine is seeking a Private Banker to cultivate long-term client relationships with high-net-worth individuals, coordinating across wealth management and banking teams.

You will deliver tailored financial solutions, grow deposits and credit, and ensure compliance with industry standards. Minimum five years selling to HNW clients and a Bachelor’s in finance or accounting preferred. This is a full-time role with competitive compensation and benefits.