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Job description
Overview
We are building a concierge-focused private banking platform designed to serve high-net-worth individuals, entrepreneurs, and non-bank financial institutions through a disciplined, balance‑sheet-driven model. Our strategy prioritizes high‑quality core deposits, bespoke credit solutions, and sophisticated cash management capabilities — not traditional wealth advisory or AUM-based services.
This is an opportunity to join a growth‑oriented platform at an early stage and help shape a scalable, relationship‑driven franchise built on credit discipline, deposit strength, and long‑term enterprise value creation.
Role Summary
The Private Banking Relationship Executive will be responsible for originating, developing, and deepening relationships with high-net-worth clients through a high-touch advisory approach centered on:
Liquidity, treasury, and payment solutions
The role requires an entrepreneurial mindset, strong credit acumen, and the ability to serve as a trusted advisor to sophisticated clients while protecting margin, asset quality, and the bank’s long-term franchise value.
Key Responsibilities
Originate and grow relationship-based core deposits
Structure and deliver tailored credit solutions aligned with risk and profitability standards
Develop and maintain deep relationships with HNW individuals, business owners, fiduciaries, and COIs
Partner with underwriting and risk teams to ensure disciplined credit execution
Drive wallet share through integrated liquidity and payments strategies
Maintain strong production cadence and portfolio quality oversight
Contribute to a scalable, capital‑efficient growth model
Ideal Profile
Proven track record in deposit-driven relationship banking
Strong lending background with disciplined underwriting mindset
Experience serving HNW or closely held business clients
Entrepreneurial, build-oriented mentality
Ability to operate in a performance-driven environment
Commitment to relationship integrity, credit quality, and franchise growth
What Differentiates This Opportunity
Ground-floor expansion with meaningful growth runway
Deposit-first economic model aligned with enterprise value creation
High-touch, concierge approach without wealth advisory constraints
Potential long-term equity or ownership alignment
Lean infrastructure prioritizing elite talent over branch-heavy footprint
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.