Private Banker (Private Banking)

Location: Columbus, Ohio, United States. Full-time onsite role with on-site equipment.

Company

hirify.global provides banking, investment, mortgage, lending, trust, and private banking products and services.

What you will do

• Develop and close new affluent-client business through referrals, community relationships, presentations, meetings, and seminars.
• Manage holistic client relationships by coordinating investments, mortgage, small business banking, lending, trust, and other bank services.
• Analyze personal and corporate financial information, complete financial profiles, identify needs, and prepare tailored proposals.
• Recommend and cross-sell appropriate products while monitoring client accounts, scheduling reviews, and minimizing nonstandard fee schedules.
• Build relationships with company officials, attorneys, accountants, life underwriters, and other sources of new business.
• Support internal training, marketing initiatives, product improvements, and annual production targets.

Requirements

• 6–8 years of relevant experience.
• Bachelor’s degree in finance or a related field preferred.
• Knowledge of private banking, securities, investment and insurance products, credit processes, financial planning, fiduciary services, brokerage accounts, and investment markets.
• Strong relationship management, sales, new business development, analytical, problem-solving, presentation, and financial analysis skills.
• Series 7, Life/Accident/Health, and Series 63 licenses in relevant states upon hire; Series 65 upon hire or Series 66 upon hire.
• Ability to comply with FINRA, SEC, federal, and state regulations and use Microsoft Office and department-specific software.

Culture & Benefits

• Collaborative work across business lines and departments.
• Regular interaction with clients, prospects, community contacts, and internal teams.
• Inclusive workplace and equal employment opportunity commitment.
• Onsite work environment using office equipment and technology tools.