Associate Banker SAFE Act LO, AVP - San Francisco Area
Core
Senior individual contributor banker supporting private client coverage, driving revenue growth, acquiring new target clients, and delivering wealth management solutions.
Role type
Senior IC Private Banker Support
Builds
Sales and marketing strategies, client pitches, and tailored product offerings for private clients
Domain
Financial Services / Wealth Management
Required skills
Client prospecting and lead generation, relationship management, sales strategy development, complex client inquiry resolution, risk assessment and compliance adherence, cross-functional collaboration
Preferred skills
Wealth management experience, internal and external stakeholder management, multi-tasking
Technologies
N/A
Responsibilities
Partner with Bankers to create sales and marketing strategies for revenue growth; Conduct prospecting, research, and networking to identify new clients; Organize client meetings, manage call records, and maintain client relationships; Construct and execute marketing campaigns; Collaborate with Investments, Credit, and Financial Planning teams to deliver banking solutions; Assess risk and ensure compliance with laws and regulations.
Seniority
Senior, hands-on IC