Private Banker
1 month ago
Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors, attorneys, CPAs, and wealthy individuals and families. This would also include medical groups, law firms, and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
The successful candidate will have deep connections to the San Antonio community including strong lending experience and client portfolio consisting of deposits and loans. Candidates for this position must possess a minimum of 5 years experience in Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs, and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.
Qualifications
Minimum of 5 years experience in Private Banking
Skills
Working knowledge of investments and trusts
Strong lending experience
Excellent interpersonal skills
Strong network of professionals, entrepreneurs, and executives
Behaviors
Strong work ethic
Motivations
Community connections in San Antonio
Education
Commensurate Experience considered in lieu of bachelor's degree
Experience
Track record of building and administering relationships
Licenses & Certifications
None specified
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