Location
San Francisco, CA | United States
Job description
Actively seeking a Private Banker for a very successful regional financial institution:
- Responsible for new business development, retention, and growth of high net worth client relationships.
- Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
- Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
- Responsible for new business development, retention, and growth of medium to large size high net worth client relationships.
- Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
- Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
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Job Requirements
- Bachelor's degree, or equivalent work experience
- 5+ years of experience in high net worth client wealth management activities
- Excellent relationship management, networking and business development skills
- Extraordinary talent for driving business
- Ability to partner with colleagues to identify and service unique clients needs
- Well-developed analytical and problem solving skills
- Ability to make critical decisions independently
For further consideration towards this and/or other opportunities please inquire confidentially to [email protected] or call 916-850-2437. All inquiries held in strict confidence. Thank you for your interest.
Job tags
Salary
