Private Banker - San Antonio

About the role

Develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms.

Responsibilities

• Offer the full range of private banking and wealth management products and services to customers and prospects, working closely with trust and investment officers.
• Build and administer relationships with clients, focusing on banking services while possessing a working knowledge of investments and trusts.
• Show strong lending experience and maintain a client portfolio consisting of deposits and loans.
• Have a solid track record of building and administering relationships in the private banking environment.
• Demonstrate a strong work ethic, excellent interpersonal skills, and a strong network of medical and other professionals, successful entrepreneurs and corporate executives.
• A working knowledge of trust and investments is a plus.

Requirements

A minimum of 5 years experience in Private Banking is required. Commensurate experience may be considered in lieu of a bachelor's degree.