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Private Banker Jobs (NOW HIRING)

Hancock Whitney Corp.

Private Banker

Fairhope, AL · On-site

Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate ...

Busey Bank

Private Banker II

Kansas City, MO · On-site

$98K - $130K/yr

Position Summary The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The ...

First Business Bank

Private Banker

Brookfield, WI

Join us today as the Private Banker! First Business Bank is a Top Workplaces USA company, learn more here . At the heart of First Business Bank, we believe success comes down to putting people first.

Old National Bank

Private Banker II

Nashville, TN

$62K - $153K/yr

By definition, a Private Banking client is required to maintain total deposit balances of $250,000 or more in qualified accounts at Old National or an emerging professional in certain qualifying ...

Hancock Whitney Corp.

Private Banker

Houston, TX · On-site

Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate ...

Busey Bank

Private Banker II

Kansas City, MO

$98K - $130K/yr

Position Summary The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The ...

First Business Bank

Private Banker

Madison, WI

Join us today as the Private Banker! First Business Bank is a Top Workplaces USA company, learn more here . At the heart of First Business Bank, we believe success comes down to putting people first.

Broadway Bank

Private Banker IV - Dallas

Dallas, TX

Private Banker IV - Dallas | Division: Private Banking| Work Days: Monday - Friday| Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas ...

HEB Federal Credit Union

Private Banker

San Antonio, TX · On-site

$42K - $80K/yr

Sales and service delivery must demonstrate an understanding of the unique needs, time sensitivity and value of the Private Banking member segment. The ability to counsel members on financial ...

Busey

Private Banker II

Kansas City, MO · On-site

$98K - $130K/yr

Position Summary The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The ...

Ameris Bank

Private Banker

Atlanta, GA · On-site

Build a book of business achieving growth targets by meeting client's investment, trust, deposit and Private Banking needs. * Utilize goal based planning to meet client needs. Prepare and present ...

Coastal States Bank

Private Banker

Atlanta, GA · On-site

The Private Banker is responsible for managing a portfolio of Private and Commercial Banking clients who require financial services and products to meet their needs. This position is accountable for ...

First Business Bank

Private Banker

Brookfield, WI · On-site

Description Position at First Business Bank Join us today as the Private Banker! First Business Bank is a Top Workplaces USA company, learn more here At the heart of First Business Bank, we believe ...

Broadway Bank

Private Banker IV - Dallas

Dallas, TX · On-site

Private Banking WorkDays:Monday - Friday Hours of Operation:8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private ...

Fnbcorp

Private Banker 3

Youngstown, OH

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for marketing private banking services to business owners and executives ...

East West Bank

Private Banker

Manhattan, NY · On-site

$180K/yr

East West Bank gives people the confidence to reach further. We are currently seeking a Private Banker. This position will focus on high touch customers, building and maintaining business ...

F.N.B. Corporation

Private Banker 3

Youngstown, OH · On-site

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for marketing private banking services to business owners and executives ...

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Private Banker information

See salary details

$31K

$64.1K

$114.5K

How much do private banker jobs pay per year?

As of Jun 8, 2026, the average yearly pay for private banker in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 per year, depending on experience, location, and employer.

What is the difference between Private Banker vs Financial Advisor?

AspectPrivate BankerFinancial Advisor
CredentialsTypically requires banking experience, certifications like CFP or CFAOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentPrivate banks, wealth management divisionsIndependent or firm-based financial planning firms
Employer & IndustryBanking and wealth management industryFinancial planning and investment advisory industry
Client FocusHigh-net-worth individuals, personalized banking servicesIndividuals seeking comprehensive financial planning

While both roles serve high-net-worth clients, Private Bankers focus on personalized banking and credit services within banks, whereas Financial Advisors provide broader financial planning and investment advice across various firms. The roles often overlap in client base and certifications, but their primary functions and work environments differ.

What Is a Private Banker?

A private banker provides banking and investment products to their clients. The clients of a private bank are typically very wealthy and need banking products and investment solutions that are more specialized than the needs of the general public. Private bankers work to protect their client's wealth and help it grow. These bankers also help create retirement plans and strategies that allow their clients to pass their wealth on to future generations. The services that private bankers provide are similar to traditional investment bankers; however, private bankers typically deal with more extensive wealth portfolios.

What are the key skills and qualifications needed to thrive as a Private Banker, and why are they important?

To thrive as a Private Banker, you need a strong background in finance, investment management, and relationship-building, typically supported by a bachelor's degree in finance or a related field. Familiarity with wealth management platforms, CRM systems, and certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are commonly required. Exceptional interpersonal, communication, and client service skills help build trust and long-term relationships with high-net-worth clients. These abilities are crucial for delivering tailored financial solutions and growing a successful client portfolio in a highly competitive market.

What are the most common challenges Private Bankers face when managing high-net-worth client portfolios?

Private Bankers often encounter challenges such as adapting to clients’ evolving financial goals, navigating complex regulatory requirements, and maintaining strong relationships while upholding confidentiality. Additionally, market volatility and changing tax laws require Private Bankers to stay informed and proactive in their investment strategies. Success in this role often depends on balancing personalized service with the demands of compliance and performance expectations.

What does a Private Banker do?

A Private Banker is a financial professional who provides personalized banking, investment, and wealth management services to high-net-worth individuals and families. They help clients with complex financial needs, such as managing large portfolios, estate planning, tax strategies, and lending solutions. Private Bankers build long-term relationships with clients, offering tailored advice to help grow and protect their wealth. Their role often includes coordinating with other financial experts to deliver comprehensive financial solutions.
More about Private Banker jobs
What cities are hiring for Private Banker jobs? Cities with the most Private Banker job openings:
What are the most commonly searched types of Private Banker jobs? The most popular types of Private Banker jobs are:
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What states have the most Private Banker jobs? States with the most job openings for Private Banker jobs include:
What job categories do people searching Private Banker jobs look for? The top searched job categories for Private Banker jobs are:
What are popular job titles related to Private Banker jobs? For Private Banker jobs, the most frequently searched job titles are:
Private Banker jobs near you
Infographic showing various Private Banker job openings in the United States as of May 2026, with employment types broken down into 2% Locum Tenens, 2% As Needed, 14% Full Time, 60% Part Time, and 22% Contract. Highlights an 97% Physical, 2% Hybrid, and 1% Remote job distribution, with an average salary of $64,080 per year, or $30.8 per hour.

Private Banker

Hancock Whitney Corp.

Fairhope, AL • On-site

Full-time

Posted 3 days ago

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence
  • Develops and grows a portfolio of important revenue generating client relationships
  • Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth Management segments
  • Generate external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships
  • Provides lending services to Private Wealth Management clients, and is responsible for loan recommendation and structuring negotiations with the borrower and internal officers
  • Responsible for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate approval authority
  • Gather and analyzes financial statements of prospective borrowers and makes recommendations to Senior Lenders/Credit Concurrence Officers regarding approval
  • Ensures loan agreements are complete and accurate according to policy and assures timely loan closing and funding activities
  • Negotiates terms and conditions of loans with clients
  • Maintains current financial statements on borrowers & guarantors and prepares comprehensive credit files
  • Responsible for managing risk within the loan and deposit portfolios by closely monitoring delinquencies, overdrafts, documentation and other signs of credit deterioration
  • Actively monitors loan portfolio to ensure credit quality within the current and prospective loan portfolio
  • Works closely with clients to identify financial needs through a consultative sales approach and review to provide appropriate solutions
  • Accountable for attainment of goals set forth by management for revenue growth and production on loans, deposits, wealth management fee and financial plans
  • Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
  • Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Promotes and cross-sells other establishment products and services as appropriate to client requirements
  • Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools
  • Stays active in community and professional groups as a means of potential client acquisition
  • Stay abreast of and remain in compliance with all applicable regulatory guidelines that apply to these functions
  • Participate in all applicable committees as assigned as a member and/or participant to ensure knowledge relative to these activities is communicated to all levels of management
  • Remain in tune with industry best practices in regard to all functions

SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree preferably in Business or related field required; Master's degree preferred.
  • 10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking required.
  • Must currently possess or be able to obtain FINRA Series 7 and Series 66 license within 18 months of employment and be in good standing. A current Series 63 and 65 registration can substitute for the Series 66
  • Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 18 months of employment and be in good standing
  • CFP, CWS or similar wealth management industry designation or the ability to obtain within 24 months of hire is preferred

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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