Private Banker I
JCW Group
Private Banking Relationship Manager, Team Lead | San Antonio, TX A well-established Texas bank is hiring a senior Private Banker to lead its San Antonio private banking team. You'll manage a large, complex portfolio of high-net-worth clients while mentoring and developing the bankers around you.
This is a player-coach role with real visibility. You'll work closely with private banking leadership and collaborate across commercial banking, commercial real estate, wealth management and business banking to give clients fully integrated advice.
What you'll do Manage a portfolio of high-net-worth clients as their principal relationship manager
Build comprehensive plans to help clients grow, preserve and transfer wealth
Lead credit analysis and loan structuring for complex client needs
Grow loan, deposit, investment and trust business, including referrals across the bank
Mentor team members and serve as the team's subject matter expert
Work with leadership on team performance and strategy
What you'll bring 10+ years of progressive private banking experience
Strong lending, credit analysis and loan structuring skills
Solid knowledge of investments, trusts, mortgages and insurance products
Experience mentoring or leading bankers
A track record of winning and growing high-net-worth relationships
#J-18808-Ljbffr JCW Group
Vacancy posted 3 days ago
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