Managing Director, Private Banker Greater Dallas, TX Area

The Company is seeking a Managing Director, Private Banker with a strong background in the UHNW market. The successful candidate will be a recognized subject matter expert, a thought leader, and a true innovator in the field. Responsibilities include actively identifying and converting prospects into clients, demonstrating a deep understanding of client businesses and wealth sources, and serving as a trusted advisor for strategic financial matters. The role also involves building and maintaining long-term relationships with client families, managing client expectations, and ensuring that financial strategies align with client goals and risk tolerance. The candidate will be expected to bring together product experts to develop tailored solutions, set challenging goals, and effectively manage a referral network to maximize revenue growth. Applicants must have a minimum of 15 years' experience in private banking, with a focus on the UHNW market, and a proven track record in relationship selling. Extensive knowledge of private banking and product systems is essential. The role requires excellent communication and negotiation skills, the ability to influence at a senior level, and a strong commitment to team success. The candidate should be adept at uncovering client needs, managing client relationships, and ensuring compliance with regulatory requirements. A Bachelor's degree is required, with a Master's degree preferred. The ideal candidate will have a strong educational background, be a strategic thinker, and have the ability to make decisions that have a significant impact on the business.

Hiring Company

Citi