Managing Director, Private Banker, Downtown San Francisco
Core
Senior Private Banker serving UHNW clients by developing tailored wealth management, investment, and financing solutions.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and customized financial strategies
Domain
Private Banking / Wealth Management
Required skills
UHNW client relationship management, strategic financial planning, wealth generation analysis, cross-generational family engagement, complex deal negotiation, regulatory compliance, risk assessment, sales goal management
Preferred skills
Master's degree, team leadership, innovation in financial methodologies
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, serve as a trusted advisor for strategic financial matters, build multi-generational client relationships, develop tailored investment and risk management solutions, manage client expectations and goals, establish referral networks, lead team members to exceed sales goals, ensure regulatory compliance and risk control
Seniority
Senior, hands-on IC