Private Banker 4 (Wealth Management)

Location: Winter Park, Florida, United States

Company

hirify.global is a banking organization providing private banking, wealth management, lending, and financial services.

What you will do

• Coordinate integrated wealth management solutions covering investments, borrowing, liability management, insurance, estate planning, and trust services.
• Develop and grow revenue-generating relationships with high-net-worth clients and generate new business through consultative sales.
• Structure, negotiate, package, and present loans in accordance with client needs and bank credit policies.
• Analyze borrower and guarantor financial statements, prepare credit files, and support loan approvals, closings, and funding.
• Monitor loan and deposit portfolios for delinquencies, overdrafts, documentation issues, and other signs of credit deterioration.
• Coordinate marketing events, referrals, community engagement, client servicing, and cross-selling of relevant banking products.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field; a master’s degree is preferred.
• At least 10 years of experience in private banking, wealth management, and/or wholesale banking.
• Must hold or obtain Series 7 and Series 66 licenses within 18 months; Series 63 and 65 registrations may substitute for Series 66.
• Must hold or obtain a multi-state Life and Health Insurance license within 18 months.
• Ability to travel as required, work under stress, meet deadlines, and perform the essential physical requirements.

Nice to have

• CFP, CWS, or a similar wealth management designation, or the ability to obtain one within 24 months.

Culture & Benefits

• Participation in internal committees and collaboration with partners across the bank.
• Active involvement in community and professional groups to support client acquisition.
• Work is governed by applicable regulatory requirements, bank policies, and industry best practices.