U.S. Private Bank - Private Banker - Vice President
On-site · San Antonio, Texas, United States
Job Summary
Private Banker (Vice President) at U.S. Private Bank responsible for advising families on building, preserving and managing wealth, including asset allocation, investment management, wealth planning, credit and banking needs. Generate new assets through existing clients and new client acquisition, partner with internal specialists, connect clients across lines of business, and ensure solutions meet goals while adhering to risk and control policies. Requires Series 7/66 and Insurance licenses (licensing to be obtained within 90 days), six+ years in private banking/financial services, and a Bachelor’s degree; MBA/JD/CFA/CFP preferred. Strong client experience focus and established network preferred. Location: San Antonio, TX.
Required Qualifications
- Bachelor’s Degree
- Series 7
- Series 66
- Insurance licenses
- Six plus years of experience in Private Banking or Financial Services
- Proven sales success
- Strong business acumen
- Experience with investments, wealth planning, credit and banking concepts
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