Private Banker (Wealth Management)

Location: Kirby - Houston, TX, United States

Company

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

What you will do

• Coordinate the delivery of wealth products and services for high-net-worth clients across investments, borrowing, risk management, insurance, estate planning, and trust services.
• Develop and grow revenue-generating client relationships through consultative financial planning, advisory services, referrals, and cross-selling.
• Structure, negotiate, package, and present loan proposals in accordance with client needs and bank policies.
• Analyze borrower and guarantor financial statements and provide recommendations to senior lending and credit approval officers.
• Monitor loan and deposit portfolios for delinquencies, overdrafts, documentation issues, and other indicators of credit deterioration.
• Coordinate marketing events, maintain sales pipelines, participate in committees, and build relationships through community and professional groups.

Requirements

• Bachelor’s degree 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.
• FINRA Series 7 and Series 66 licenses, or the ability to obtain them within 18 months; current Series 63 and 65 registrations may substitute for Series 66.
• Multi-state Life and Health Insurance license, or the ability to obtain it within 18 months.
• 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.

Culture & Benefits

• Full-time employment with collaboration across banking, lending, wealth management, and credit teams.
• Participation in professional and community groups to support client acquisition and engagement.
• Work governed by applicable regulatory requirements, bank policies, and industry best practices.

Hiring process

• Create or sign in to an application account to submit and manage application information.
• Application correspondence is sent to the email address associated with the account.