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8 дней назад

SVP, Private Banker (Wealth Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
SVP, Private Banker (Wealth Management): Building and expanding a high-net-worth client portfolio while delivering private banking credit, deposit, liquidity, and investment solutions with an accent on relationship management, financial planning, and business development. Focus on advising clients and families across generations, acquiring new assets, coordinating wealth and trust management specialists, and managing regulatory risk.

Location: Bentonville, Arkansas, United States; regular full-time position with overnight travel and occasional evening and weekend work as needed.

Company

hirify.global is a national financial services institution providing banking, wealth management, credit, and investment solutions.

What you will do

  • Build, manage, and expand a portfolio of high-net-worth and very high-net-worth clients, families, and family offices.
  • Provide tailored private banking credit, deposit, liquidity, investment, and wealth planning solutions.
  • Develop new business, acquire assets, generate revenue, and maintain a strong community presence and referral network.
  • Act as a trusted advisor by understanding clients’ businesses, sources of wealth, goals, investment objectives, and risk profiles.
  • Coordinate with trust, wealth management, portfolio management, retail, commercial banking, marketing, and operations teams.
  • Manage client onboarding, records, expectations, escalations, regulatory compliance, and risk mitigation.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • At least 7 years of banking experience, including 5 or more years in private banking or another client-facing role serving high-net-worth individuals, families, and family offices.
  • Comprehensive knowledge of finance, investments, wealth planning, credit, banking concepts, and banking regulations.
  • Proven sales success, business development, networking, negotiation, analytical, and relationship management skills.
  • NMLS registration or successful completion of the NMLS process within 30 days of hire.
  • Willingness to travel overnight and work evenings and weekends when required.

Nice to have

  • MBA, JD, CFA, or CFP.
  • Leadership or management experience.

Culture & Benefits

  • Generous paid time off.
  • 401(k) matching.
  • Health, dental, vision, and pet insurance.
  • Additional employee perks and discounts.
  • Training and opportunities to improve operational efficiency.

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