Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director
Core
Drive revenue growth and AUM expansion by acquiring and advising high-net-worth clients in Technology and Healthcare sectors on liquidity events and concentrated stock positions.
Role type
Director-level Private Banker (Strategic Wealth & Liquidity Solutions)
Builds
Wealth management solutions and banking products for executives and founders
Domain
Private Banking / Wealth Management / Technology & Healthcare
Deliverable
client delivery
Required skills
Business development, HNW client acquisition, liquidity event strategy, concentrated stock management, capital table expertise, network engagement, KYC/due diligence, risk assessment
Preferred skills
Thought leadership, entrepreneurial mindset, creative problem-solving
Technologies
None stated
Responsibilities
Proactively identify and pursue new HNW client opportunities; Develop strategies to onboard clients involved in IPOs, M&A, and funding rounds; Serve as a trusted advisor for complex financial needs; Leverage existing network in VC/PE/startup communities; Manage pipeline with Integrated Client Engagement team; Educate internal bankers on offerings; Evaluate client profiles for returns and risk; Attend client meetings and sales pitches; Assess risk and ensure compliance.
Seniority
Director, hands-on IC with strategic oversight