Private Banker – Louisiana Market- Covington, North Shore, Baton Rouge or Lake Charles area

The ISC BANKING RECRUITING TEAM is partnering with a growing bank with a strong presence in the Louisiana market. The Bank has been extremely successful serving the Louisiana Market through high-touch relationship banking, strong financial position, community commitment and educational resources. The Bank has exciting opportunities for Private Bankers to join their team. These roles provide tremendous long- term growth, excellent support and resources with the ability for uncapped potential.

We’re looking for strong Private Bankers who understands the Louisiana Market and are looking for a long-term opportunity to continue learning, growing and expanding their connections and client relationships with a financially sound and expanding Bank.
Summary: This is a phenomenal opportunity to serve as the main point of contact for the Private Banking relationship, partnering with the Financial Advisor and Commercial Bankers. Also, tremendous opportunities to gain referrals from the Commercial Banking team.

 

Private Banker Responsibilities:

  • Develops and manages client relationships with high net worth and ultra-high net worth individuals and families within the local market.
  • Responsible for bringing in new business within the market and continually meeting with potential clients.
  • Provides clients with advice on how to manage their money via investment and insurance products based on their long-term goals and investment tolerance.
  • Serves as a client’s personal advocate and is responsible for managing full-service banking relationships while delivering a superior service experience to a portfolio of affluent clientele.
  • Act as the main point of contact for the client to generate deposit and loan growth through the recommendation and referral of products across business lines.
  • Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage.
  • Partner with other members of the team, pulling in specialists as needed – from Financial Advisors, Wealth Planners, Fiduciary and Trust professionals, Residential Mortgage Consultants to Commercial Bankers.
  • Responsible for managing overall relationship profitability and portfolio risk.


Private Banker Requirements:

  • Bachelors degree and Strong Financial Services experience with a solid base in Private Banking and/or Wealth Management.
  • Experience selling investment products and services and recommending financial plans and investment tools to clients.
  • 2 -10 years of experience in one or more of the following: banking/credit, asset management, personal trust, and brokerage services.
  • Ideally, this individual will have at least 1 to 2 years of relationship management and sales experience within the HNW/UHNW client space.
  • Client Series 7 and 63, and 65 or 66 securities licenses and Variable annuity licenses are a plus.

 

Click here to apply ONLINE

How to Apply:

  • Please contact Lisa Finch, Executive Recruiter, Financial Services/Banking, International Search Consultants
  • LisaF@iscjobs.com; 888-771-1488

Referrals – Do you know someone who may be a fit?

  • We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Private Bankers/Wealth Managers and ideally candidates that are not looking – who’s name comes to mind?