Job Description
Dexian Professional is partnering with a client to hire a Private Banking Officer for a on-site opportunity in Austin, Texas.
What You’ll Do:
- Work with wealthy clients to help them manage their money.
- Make sales calls and plan strategies before and after meetings.
- Review and manage clients’ loans regularly.
- Recommend financial products and services.
- Collaborate with the credit team.
- Lead and support your banking team.
- Handle special projects when needed.
What You’ll Need:
- Bachelor’s degree or similar work experience.
- 5+ years in finance.
- Familiarity with financial statements and tax returns.
- NMLS license (or willingness to get it within 60 days).
- Knowledge of lending and personal finance.
- Ability to work independently and manage client portfolios.
Nice to Have:
- Series 7, 63, and Group 1 Insurance license (or willingness to get them within 6 months).
- Property and Casualty Insurance license.
- Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) certification.
- Credit training experience.
Job Tags
Work experience placement, Bank staff,