Insight Global
Base pay range
$300,000.00/yr - $350,000.00/yr
Position title:
Private Bankers and Investment Counselors
MD: $350K
Director: $250K–$300K
TOTAL COMP: $500K+++
Bonus : Discretionary, based on scorecard performance
1st year bonus guaranteed
NOT
a commission-based role, annual bonus is based on performance
Must Haves
Private Bank experience only (not wirehouse or retail banking)
Proven track record managing clients with $5M–$10M+ in assets
Strong investment-first mindset (not lending-focused)
Demonstrated ability to grow assets and revenueExperience with client acquisition, networking, and relationship management
For MDs: $7M+ in production; for Directors: $3M+ in production
FINRA Series 7 & 66 (or equivalent) and clean BrokerCheck
Strong understanding of asset allocation, investment strategy, and portfolio construction
Day to Day Join this boutique-style Private Bank, where you’ll work with a global platform and a highly collaborative team to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We’re seeking
Private Bankers
who are the “tip of the spear” in client acquisition and
Investment Counselors
who deepen relationships and drive asset growth. This is a long-term strategic opportunity with a strong compensation structure and room to build a lasting reputation.
Act as the primary relationship lead for HNW/UHNW clients
Identify and acquire new clients through networking and referrals
Partner with ICs and product specialists to deliver tailored solutions
Drive new asset growth, meeting goals for AUM and revenue
Maintain a deep understanding of client needs, family structures, and financial goals
Serve as a trusted advisor, coordinating across lending, trust, and investment teams
Investment Counselor
Partner with Bankers to deepen client relationships
Lead investment discussions, asset allocation, and portfolio reviews
Deliver customized investment strategies aligned with client objectives
Monitor performance, rebalance portfolios, asset allocation, portfolio construction, and tailored investment advice for UHNW clients
Collaborate with product teams and family office services for complex client needs
Contribute to net new asset growth and client retention
Compensation $300k to $350k per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
Seniority level Not Applicable
Employment type Full-time
Job function Other
Industries Investment Banking
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Position title:
Private Bankers and Investment Counselors
MD: $350K
Director: $250K–$300K
TOTAL COMP: $500K+++
Bonus : Discretionary, based on scorecard performance
1st year bonus guaranteed
NOT
a commission-based role, annual bonus is based on performance
Must Haves
Private Bank experience only (not wirehouse or retail banking)
Proven track record managing clients with $5M–$10M+ in assets
Strong investment-first mindset (not lending-focused)
Demonstrated ability to grow assets and revenueExperience with client acquisition, networking, and relationship management
For MDs: $7M+ in production; for Directors: $3M+ in production
FINRA Series 7 & 66 (or equivalent) and clean BrokerCheck
Strong understanding of asset allocation, investment strategy, and portfolio construction
Day to Day Join this boutique-style Private Bank, where you’ll work with a global platform and a highly collaborative team to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We’re seeking
Private Bankers
who are the “tip of the spear” in client acquisition and
Investment Counselors
who deepen relationships and drive asset growth. This is a long-term strategic opportunity with a strong compensation structure and room to build a lasting reputation.
Act as the primary relationship lead for HNW/UHNW clients
Identify and acquire new clients through networking and referrals
Partner with ICs and product specialists to deliver tailored solutions
Drive new asset growth, meeting goals for AUM and revenue
Maintain a deep understanding of client needs, family structures, and financial goals
Serve as a trusted advisor, coordinating across lending, trust, and investment teams
Investment Counselor
Partner with Bankers to deepen client relationships
Lead investment discussions, asset allocation, and portfolio reviews
Deliver customized investment strategies aligned with client objectives
Monitor performance, rebalance portfolios, asset allocation, portfolio construction, and tailored investment advice for UHNW clients
Collaborate with product teams and family office services for complex client needs
Contribute to net new asset growth and client retention
Compensation $300k to $350k per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
Seniority level Not Applicable
Employment type Full-time
Job function Other
Industries Investment Banking
#J-18808-Ljbffr