Private Banker Job at MRINetwork Jobs, San Francisco, CA

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  • MRINetwork Jobs
  • San Francisco, CA

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 mike@scsacramento.com or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

 

Job Tags

Permanent employment, Work experience placement,

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