Managing Director, Private Banker, Downtown San Francisco
Core
Senior Private Banker serving UHNW clients by developing tailored financial solutions, managing wealth creation, and acting as a trusted advisor for strategic financial matters.
Role type
Senior Individual Contributor Private Banker (UHNW)
Builds
Long-term client relationships and customized investment, risk management, and financing solutions
Domain
Private Banking / Wealth Management
Required skills
UHNW client relationship management, strategic financial planning, wealth creation strategies, risk assessment, regulatory compliance, cross-functional collaboration, sales negotiation, team leadership
Preferred skills
Master's degree, experience leading client teams, track record in relationship selling
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, anticipate client life/business events with financial implications, serve as a trusted advisor for strategic financial advice, build multi-generational client family relationships, develop tailored solutions for investment and liquidity needs, manage client expectations and risk tolerance, establish referral networks, close deals, mentor team members, ensure regulatory compliance and operational controls.
Seniority
Senior, hands-on IC with leadership responsibilities