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.

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