Private Banker 4 (Wealth Management)

Location: hirify.global Center, New Orleans, Louisiana, United States

Company

hirify.global is a banking company providing private banking and wealth management services.

What you will do

• Coordinate the delivery of wealth products and services for high-net-worth clients, including investments, borrowing, liability management, insurance, estate planning, and trust services.
• Develop and grow revenue-generating client relationships through holistic financial planning and consultative sales.
• Structure, negotiate, package, and present loan proposals in line with client needs and bank credit policies.
• Analyze borrower and guarantor financial statements, maintain credit files, and monitor loan and deposit portfolios for credit deterioration.
• Generate new business, screen leads, coordinate marketing events, and make referrals across bank channels.
• Maintain client relationships, sales pipelines, regulatory compliance, and industry best practices.

Requirements

• Bachelor’s degree, preferably in Business 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 FINRA Series 7 and Series 66 licenses within 18 months; current 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 and remain in good standing.
• Ability to travel as required, work under stress, meet deadlines, and perform the essential physical and operational requirements.

Nice to have

• CFP, CWS, or a similar wealth management designation, or the ability to obtain one within 24 months of hire.
• Master’s degree.

Culture & Benefits

• Full-time employment.
• Participation in applicable committees and collaboration with partners throughout the bank.
• Opportunities to engage with community and professional groups for client development.