Private Banker – Louisiana Market- New Orleans

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 a Private Banker to join their team.

We’re looking for a strong Private Banker who understands the New Orleans 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.

 

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?