Associate Private Banker Jobs
Associate Private Banker jobs are open across wealth management firms, private banks, and family offices, from entry-level to senior associate, with specializations in high-net-worth client relationships, portfolio advisory, and trust and estate planning. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 402+ Associate Private Banker jobs
Position Summary
The Private Banker II builds and maintains relationships with high net-worth individuals, their families and businesses, seeking to implement comprehensive solutions to meet client needs. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.Duties & Responsibilities
- Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
- Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
- Leverage centers of influence and develop new relationships through prospecting and building community networks.
- Drive deposit growth and wealth management opportunities.
- Support the Bank’s strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
- Monitor renewals and maturities as well as gather updated documents from clients.
- Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
- Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Knowledge of:
- Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
- Strong oral and written communication skills
- Strong sales and client service skills
- Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
- High Level Retail and Business Banking customers and trends
Ability to:
- Make independent decisions
- Analyze and interpret numerical data
- Perform duties and make decisions under frequent time pressures
Education and Training:
- Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
- 3-5 years of banking or management experience required
- Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
- Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $105,000 - $140,000)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Position Summary
The Private Banker II builds and maintains relationships with high net-worth individuals, their families and businesses, seeking to implement comprehensive solutions to meet client needs. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.Duties & Responsibilities
- Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
- Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
- Leverage centers of influence and develop new relationships through prospecting and building community networks.
- Drive deposit growth and wealth management opportunities.
- Support the Bank’s strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
- Monitor renewals and maturities as well as gather updated documents from clients.
- Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
- Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Knowledge of:
- Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
- Strong oral and written communication skills
- Strong sales and client service skills
- Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
- High Level Retail and Business Banking customers and trends
Ability to:
- Make independent decisions
- Analyze and interpret numerical data
- Perform duties and make decisions under frequent time pressures
Education and Training:
- Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
- 3-5 years of banking or management experience required
- Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
- Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $105,000 - $140,000)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Associate Private Banker Jobs by Experience Level
See All 402+ Associate Private Banker Jobs
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Find Associate Private Banker JobsAssociate Private Banker Job Market
Who's Hiring
- JPMorganChase253
- KeyBank61
- Wells Fargo39
- Northwest Bank6
- U.S. Bank4
Top Industries Hiring
- Banking & Financial Services39
- Fintech21
- Investment & Asset Management21
What Employers Look For
The qualifications that appear most often in associate private banker jobs.
- Bachelor's degree in finance, economics, or a related business field
- FINRA Series 7 and Series 66 licenses, or willingness to obtain them
- Experience supporting high-net-worth client relationships or financial advisory teams
- Proficiency with CRM platforms and wealth management reporting systems
- Strong knowledge of investment products including equities, fixed income, and alternatives
- Excellent written and verbal communication skills for client-facing interactions
Tips for Your Associate Private Banker Job Search
Tailor your resume to client assets
Hiring managers for associate private banker roles scan for the size of client relationships you've supported. Quantify the assets under management or client portfolio values you've worked with, even in a support or analyst capacity, to show scale.
Highlight your Series licenses upfront
Many associate private banker postings require FINRA Series 7 and Series 66 licenses, or expect you to obtain them within a set window. List active licenses in a dedicated credentials section at the top of your resume so reviewers don't have to search for them.
Apply early to roles that fit
Migrate Mate lists associate private banker openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by minimum AUM threshold
Job descriptions for this role often specify the minimum client net worth the team serves, such as ultra-high-net-worth or mass affluent. Match your application materials to that tier so your experience reads as directly relevant, not a stretch.
Prepare a client scenario for interviews
Expect case-style questions where you walk through how you'd handle a client's concentrated equity position or an estate planning conversation. Practicing a structured response with a real example from past experience will differentiate you from candidates who answer theoretically.
Negotiate your book-building support
When evaluating an offer, ask specifically what lead generation, referral pipelines, and client introductions the firm provides to associates. The structure of that support varies widely and directly affects how quickly you can build a productive book of business.
Associate Private Banker Jobs: Frequently Asked Questions
Which companies are hiring the most associate private bankers?
JPMorganChase, KeyBank, and Wells Fargo are hiring the most associate private bankers right now, with openings concentrated in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Availability shifts frequently, so checking current listings gives you the most accurate picture.
How many associate private banker jobs are remote?
About 8% of associate private banker openings are fully remote or hybrid as of November 2026, with fully in-office roles remaining the norm given the client-facing nature of the work. Hybrid arrangements tend to be more available in roles focused on back-office support, portfolio analysis, or internal advisory rather than direct client relationship management.
How do you become an associate private banker?
Most associate private bankers start with a bachelor's degree in finance, economics, or business, then gain experience in retail banking, financial analysis, or brokerage support. Earning FINRA Series 7 and Series 66 licenses is a standard next step. From there, moving into a junior associate or client service role at a wealth management firm builds the client-facing experience firms look for when hiring at the associate level.
Can you get an associate private banker job with little or no experience?
Some firms hire candidates with limited direct wealth management experience if you have strong academic credentials, relevant internships in financial services, and are either licensed or on a clear path to licensure. Entry points often include client associate or relationship associate roles that sit one step below associate private banker, giving you direct exposure to high-net-worth client workflows before moving into a full banker seat.
What does the associate private banker interview process look like?
The process typically starts with a recruiter or HR screen focused on your licensing status and financial services background. That's followed by one or two rounds with the hiring manager and senior bankers, which include behavioral questions about client handling and sometimes a case exercise where you walk through a client scenario or investment recommendation. Final rounds may involve meeting team members or a brief presentation on a hypothetical client situation.
Where can I find and apply to associate private banker jobs?
You can find and apply to associate private banker jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your background and target market, and apply directly to each listing that fits your experience and location preferences.
See All 402+ Associate Private Banker Jobs
Find roles that match your experience and apply in just a few clicks.
Find Associate Private Banker Jobs