U.S. Private Bank – Private Banker – Vice President
On-site · Dallas, Texas, United States
Job Summary
Private Banker–Vice President at U.S. Private Bank responsible for advising high-net-worth families on wealth construction, preservation, and balance-sheet optimization. Role includes advising on investments, financial planning, credit and banking needs; generating new client assets; partnering with internal specialists; connecting clients across lines of business; and ensuring risk/compliance adherence. Requires deep experience in private banking, active licensing (Series 7, 66, and Insurance) with ability to obtain licenses within 90 days, and strong sales/business acumen. Location: Dallas, TX (onsite). This role emphasizes relationship management, holistic wealth solutions, and advisory excellence.
Required Qualifications
- Bachelor’s Degree required
- Six plus years of work experience in Private Banking or Financial Services
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
- MBA, JD, CFA, or CFP preferred
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