Vice President Private Banking

This is a banking position

We are seeking an experienced VP Private Client Group Banker to develop, manage, and expand relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients . This individual will serve as a trusted advisor, providing customized solutions across private banking, investments, wealth management, lending, and credit .

The ideal candidate is a proven private banking professional with an established network, strong business development capabilities, and experience advising sophisticated domestic and Latin American clients. This is a highly client-facing and production-oriented position requiring the ability to generate new relationships, grow assets, and deepen existing relationships across the full financial needs of the client.

Essential Responsibilities

• Develop new HNW and UHNW client relationships and generate new assets for the Bank.
• Manage and expand an existing portfolio of private banking relationships.
• Identify new business opportunities through personal networks, referrals, centers of influence, and direct prospecting.
• Advise clients across their overall balance sheet, including investments, wealth planning, deposits, lending, credit, mortgages, and commercial real estate.
• Manage the complete business development process from prospect identification through account funding.
• Develop long-term relationships with clients, families, and multiple generations.
• Conduct portfolio reviews, client presentations, and ongoing relationship meetings.
• Identify opportunities to increase share of wallet through appropriate banking, investment, lending, and wealth management solutions.
• Partner with investment, credit, operations, and product specialists to provide customized financial strategies.
• Develop investment recommendations based on client objectives, liquidity needs, risk tolerance, and investment horizon.
• Explain complex investment strategies, financial products, and market conditions clearly to clients.
• Identify and originate lending opportunities, including term loans, securities-based lending, and commercial and residential real estate financing.
• Analyze client creditworthiness and assist in structuring complex credit proposals.
• Prepare and present credit recommendations for appropriate approval committees.
• Maintain an active pipeline of investment and non-investment opportunities and accurately report business development activity.
• Maintain regular contact with clients and prospects throughout the U.S. and Latin America, including markets such as Mexico, Colombia, and Peru.
• Identify and appropriately manage credit, operational, legal, reputational, and compliance risks.
• Maintain accurate and timely client information and activity within CRM systems.
• Ensure adherence to BSA/AML, KYC, and other applicable U.S. and international banking requirements.
• Maintain a high standard of professionalism and deliver a first-class private banking experience.

Job Qualifications

• Bachelor's degree required.
• Minimum 5 years of banking, investment, and lending experience required.
• Strong background in Private Banking, Private Wealth Management, or HNW/UHNW relationship management .
• Proven ability to acquire and develop new HNW and UHNW client relationships .
• Strong business development background with an established network of prospective clients and referral sources.
• Experience providing investment and wealth management solutions to sophisticated clients.
• Strong understanding of lending and credit products, including securities-based lending, term loans, mortgages, and CRE financing.
• Ability to analyze client financial needs and provide solutions across investments, credit, deposits, and banking.
• Experience managing complex client relationships and coordinating internal specialists.
• Knowledge of financial markets, asset allocation, investment products, and wealth planning strategies.
• Experience working with international and/or Latin American clients strongly preferred.
• Bilingual English/Spanish required.
• Active FINRA SIE, Series 7, and Series 66 OR Series 63 and 65 licenses required.
• MBA, JD, CFA, or CFP preferred.
• Bloomberg experience preferred.
• Excellent business development, presentation, communication, and relationship management skills.
• Ability to independently meet with clients, network, travel, and generate new business.