Private Banker

Job overview

The Private Banker role is an onsite, full-time position in San Francisco, CA; compensation is not specified. The position is with a successful regional financial institution seeking to grow and retain high-net-worth client relationships.

What you'll do

• Develop new business and retain and grow high-net-worth client relationships
• coordinate banking, trust, and investment professionals around client needs
• provide wealth management counsel and expert advice
• and partner with colleagues to identify and serve clients’ needs.

What we're looking for

Skills & competencies

private banker

san francisco ca

full-time

mrinetwork jobs

wealth management

high-net-worth clients

relationship management

business development

client retention

banking

trust services

investment professionals

Work arrangement

• Weekend coverage required

Why this role

The posting seeks a seasoned financial industry expert with at least five years of experience in high-net-worth client wealth management activities.

About the employer

MRINetwork Jobs is hiring for this role. Industry: Commercial Banking. Sector: 52.