Senior Private Banker

Description

We are seeking an experienced and relationship-driven Private Banker to help grow and strengthen our Private Banking presence within the market. This role offers the opportunity to build lasting relationships with high-net-worth clients while delivering personalized financial solutions and exceptional service. The ideal candidate will combine strong business development skills with a strategic mindset, partnering across the organization to expand client relationships, develop new opportunities, and help shape a high-touch Private Banking experience.

About Us:

At ABC Bank, we are committed to Growing Relationships
, Simplifying the Process
, and Doing the Right Thing in everything we do.

We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships.

We also understand that navigating the world of finance can be a complex process. That’s why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute.

At the core of our company is a commitment to Doing the Right Thing
—always. Whether it's in our relationships with customers, the services we provide, and the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us.

Join us and be part of a team that is driven by these values—where growth, simplicity, and integrity define our path forward.

Why Join Us?

• A dynamic and supportive team environment
• Opportunities for growth and career development
• Competitive compensation and benefits package

Job Responsibilities

• Support the development and expansion of the Private Banking division within the assigned market/region, helping to tailor the business model, client segmentation strategy, and value propositions to local needs.
• Partner with executive leadership to align local goals, operating procedures, and performance metrics with broader organizational objectives.
• Assist in implementing internal processes, service standards, marketing initiatives, and compliance protocols specific to high-net-worth clientele in the region.
• Contribute to recruiting, mentoring, and developing a high-performing team to drive regional growth of the private client offering.
• Serve as a regional advocate for private client services, helping foster a high-touch, relationship-driven culture across teams and clients.

• Serve as the primary relationship manager for an assigned portfolio of high-net-worth clients.
• Deliver tailored financial solutions including credit, deposit, investment (in collaboration with financial advisors), and trust services.
• Identify opportunities for relationship expansion and collaborate across departments to meet client needs holistically.
• Maintain a deep understanding of financial markets, industry trends, and regulatory developments to effectively advise clients.

• Actively pursue new business through networking, referrals, and involvement in community and professional events.
• Build strategic partnerships with centers of influence, such as attorneys, CPAs, and wealth advisors.

• Ensure all client onboarding, documentation, and servicing processes are compliant with regulatory standards and…