Market at Al Ki Consultants (al - KAI) Jacksonville, Florida

Private Banking Relationship Executive

High-Net-Worth | Deposit & Lending Platform | Ground-Floor Expansion

Overview: We are building a concierge-focused private banking platform designed to serve high-net-worth individuals, entrepreneurs, and non-bank financial institutions through a disciplined, balance-sheet-driven model. Our strategy prioritizes high-quality core deposits, bespoke credit solutions, and sophisticated cash management capabilities - not traditional wealth advisory or AUM-based services.

This is an opportunity to join a growth-oriented platform at an early stage and help shape a scalable, relationship-driven franchise built on credit discipline, deposit strength, and long-term enterprise value creation.

Role Summary

The Private Banking Relationship Executive will be responsible for originating, developing, and deepening relationships with high-net-worth clients through a high-touch advisory approach centered on:

• Core operating deposit acquisition
• Customized lending solutions (C&I, owner-occupied CRE, select investment real estate)
• Liquidity, treasury, and payment solutions

The role requires an entrepreneurial mindset, strong credit acumen, and the ability to serve as a trusted advisor to sophisticated clients while protecting margin, asset quality, and the bank's long-term franchise value.

Key Responsibilities

• Originate and grow relationship-based core deposits
• Structure and deliver tailored credit solutions aligned with risk and profitability standards
• Develop and maintain deep relationships with HNW individuals, business owners, fiduciaries, and COIs
• Partner with underwriting and risk teams to ensure disciplined credit execution
• Drive wallet share through integrated liquidity and payments strategies
• Maintain strong production cadence and portfolio quality oversight
• Contribute to a scalable, capital-efficient growth model

Ideal Profile

• Proven track record in deposit-driven relationship banking
• Strong lending background with disciplined underwriting mindset
• Experience serving HNW or closely held business clients
• Entrepreneurial, build-oriented mentality
• Ability to operate in a performance-driven environment
• Commitment to relationship integrity, credit quality, and franchise growth

What Differentiates This Opportunity

• Ground-floor expansion with meaningful growth runway
• Deposit-first economic model aligned with enterprise value creation
• High-touch, concierge approach without wealth advisory constraints
• Potential long-term equity or ownership alignment
• Lean infrastructure prioritizing elite talent over branch-heavy footprint