Private Banker

Location: Milwaukee, WI — WI-Milwaukee, 743 N Water St. The proportion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Salary: $150,000–$175,000 annually, based on experience, qualifications, and location. Incentive compensation may also be available.

Company

hirify.global is a relationship-oriented bank providing banking, lending, wealth management, and financial solutions to clients.

What you will do

• Develop new and manage existing private banking relationships with high-net-worth and ultra-high-net-worth clients.
• Provide customized lending, deposit, wealth management, investment, and trust solutions.
• Manage portfolio health, renewals, risk ratings, past-due remediation, and required credit documentation.
• Structure transactions and coordinate underwriting, credit risk, approval, and closing processes.
• Collaborate with Private Wealth Management, Commercial Banking, underwriters, portfolio managers, and other internal partners.
• Maintain Salesforce records, participate in market and industry events, mentor junior team members, and support client service delivery.

Requirements

• 10+ years of experience cultivating and managing lending and deposit relationships for high-net-worth and ultra-high-net-worth clients.
• Deep credit expertise, including credit risk assessment, lending structure, analysis, documentation, and portfolio management.
• Working knowledge of investment portfolios and trust solutions.
• Bachelor’s degree in Business, Finance, Accounting, Real Estate, or Economics preferred.
• Experience with Microsoft Office, financial analysis, modeling, and Salesforce or an equivalent CRM.
• Strong relationship-building, collaboration, analytical, risk management, and business development skills.

Culture & Benefits

• Inclusive work environment focused on trust, teamwork, accountability, and belonging.
• Competitive salary, incentive pay, banking benefits, and recognition programs.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick, parental, and vacation leave, holidays, and 401(k).
• Wellbeing support, professional development opportunities, technological resources, and a paid Purpose Day.

Hiring process

• The process may include attribute-based assessments and skills tests, including simulations, coding, or Microsoft Office evaluations.
• Accommodation is available for candidates who need an accessible application experience.