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Private Banking Associate Jobs in Spring, TX (NOW HIRING)

Hancock Whitney Corp.

Private Banker

Houston, TX · On-site

... associates and external client prospects and centers of influence * Develops and grows a portfolio ... Master's degree preferred. * 10 years of experience in Private Banking, Wealth Management and/or ...

BOK Financial

Senior Private Wealth Banker

Magnolia, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Senior Private Wealth Banker

Houston, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

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Showing results 21-40

All JobsPrivate Banking Associate JobsPrivate Banking Associate Jobs in Spring, TX

Private Banking Associate information

See Spring, TX salary details

$24K

$125.7K

$276.3K

How much do private banking associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for private banking associate in Spring, TX is $125,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $189,100.00 per year, depending on experience, location, and employer.

What does a private banking associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What are some common challenges private banking associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

What are the key skills and qualifications needed to thrive as a private banking associate, and why are they important?

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

What are popular job titles related to Private Banking Associate jobs in Spring, TX?

For Private Banking Associate jobs in Spring, TX, the most frequently searched job titles are:

What job categories do people searching Private Banking Associate jobs in Spring, TX look for?

The top searched job categories for Private Banking Associate jobs in Spring, TX are:

What cities near Spring, TX are hiring for Private Banking Associate jobs?

Cities near Spring, TX with the most Private Banking Associate job openings:

Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $125,660 per year, or $60.4 per hour.

Private Banker

Hancock Whitney Corp.

Houston, TX • On-site

Full-time

Re-posted 28 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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