Managing Director, Private Banker, Downtown San Francisco
Core
Senior Private Banker serving UHNW clients by developing tailored financial strategies, managing wealth creation, and acting as a trusted advisor for investment, risk, and liquidity needs.
Role type
Senior Individual Contributor Private Banker (UHNW)
Builds
Long-term client relationships and customized financial solutions for ultra-high-net-worth individuals and families
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship selling, UHNW market expertise, strategic financial planning, risk assessment, cross-generational relationship building, regulatory compliance, deal closing
Preferred skills
Master's degree, experience leading client teams, track record in complex transactions
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, anticipate client life/business events with financial implications, develop tailored investment and risk management solutions, manage client expectations and goals, build referral networks, mentor team members, ensure regulatory compliance and operational controls
Seniority
Senior, hands-on IC with strategic influence