59 минут назад
Private Banker
125 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Banker (Private Banking/Wealth Management): Cultivating and managing high-net-worth and ultra-high-net-worth client relationships through tailored lending, deposit, and wealth management solutions with an accent on credit expertise, portfolio health, and profitable relationship growth. Focus on structuring complex lending solutions, managing credit risk, driving underwriting and closing processes, and expanding strategic client relationships.
Location: Chicago, Illinois, United States. Work arrangement proportions will be discussed during the interview. Legal eligibility to work at the specified location is required.
Salary: $125,000–$200,000 per year, based on experience, qualifications, and location. Additional incentive compensation may be available.
Company
is a relationship-oriented bank providing banking, lending, wealth management, and financial solutions.
What you will do
- Build and manage private banking lending and deposit relationships for high-net-worth and ultra-high-net-worth clients.
- Act as a trusted advisor and identify opportunities for customized lending, deposit, wealth management, investment, and trust solutions.
- Monitor portfolio health, complete portfolio reviews, manage renewals and past-due remediation, and maintain accurate risk ratings.
- Structure credit transactions and coordinate underwriting, credit risk review, approvals, modifications, and closing processes.
- Collaborate with Private Wealth Management, Commercial Banking, Underwriting, Credit Risk Management, and other internal partners.
- Maintain Salesforce records, participate in local market and industry events, develop new relationships, and mentor junior team members.
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 solution structuring, analysis, and documentation.
- 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, financial modeling, and Salesforce or an equivalent CRM.
- Legal eligibility to work at the specified United States location is required; a valid work or study permit may be required where applicable.
Nice to have
- Formal credit training.
Culture & Benefits
- Competitive salary, incentive pay, banking benefits, and a recognition program.
- Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
- Paid sick leave, parental leave, vacation, holidays, and 401(k).
- Wellbeing support and a paid Purpose Day for personal growth and development.
- Inclusive and accessible workplace with accommodation support available.
Hiring process
- Applicants may complete an attribute-based assessment and skills tests, including simulations, coding, or Microsoft Office assessments.
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