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Job Requirements of Senior Private Banker:
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Employment Type:
Full-Time
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Education:
4 Year Degree
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Location:
San Francisco, CA (Onsite)
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Senior Private Banker
The Managing Director - Private Banker is responsible for originating, developing, and maintaining relationships with high-net-worth and ultra-high-net-worth clients.
Client Details
Nationally Chartered U.S. Bank
Description
Key Responsibilities
- Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets
- Build and maintain strong relationships with high‑net‑worth clients, monitoring their financial needs and identifying opportunities for additional investment solutions
- Proactively assess client portfolios to uncover opportunities for expanded product and service engagement
- Deliver exceptional client service and ensure accurate, timely execution of client requests, including cash movements, securities transfers, and lending-related transactions, as well as handling complex or escalated inquiries
- Partner closely with client-facing teams and internal business units to coordinate and execute client transactions efficiently
Profile
Qualifications
- Bachelor's degree from an accredited four‑year college or university
- Minimum of 7 years of experience in financial markets, financial products, or a related field
- Active FINRA Series 7 and Series 63 licenses required
- Proven experience in a client-facing role supporting high‑net‑worth individuals
- Ability to discuss investment structures and related legal considerations, and to coordinate with legal counsel to obtain required documentation
- Strong capability to read, analyze, and interpret financial statements, technical materials, and legal documents, and to respond effectively to client inquiries or concerns
- Proficiency in quantitative analysis, including calculations involving interest, commissions, discounts, ratios, and percentages
Job Offer
Competitive Package
Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
PageGroup PLC was established in the United Kingdom in 1976. With over 45 years of experience, PageGroup is a globally recognized leader in professional recruitment.
Operating across 36 markets with more than 130 offices, our expertise spans multiple industries and job functions. We provide tailored recruitment solutions through four distinct brands.