Senior Private Banker
Compensation
$122k – $228k /yr
Employment type
Contract
Work setting
On-site
Location
San Francisco, CA
Schedule
Day shift
Posted
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Job overview
The Senior Private Banker is an onsite role based in San Francisco, CA. The salary range is $122,400.00 to $228,000.00 per year, and this position supports the Wealth Sales & Service team at BMO Financial. This role exists to develop, manage, and grow profitable banking relationships with high-net-worth clients. The banker designs and delivers customized financial solutions, acts as a trusted advisor, and leads deal teams to meet complex balance sheet management needs while adhering to the bank's risk tolerance.
What you'll do
- Develops internal and external referral networks
- manages a portfolio of high-net-worth clients
- leads deal teams
- develops credit and tax-favorable structures
- monitors portfolio performance
- ensures compliance with regulatory requirements.
What we're looking for
- Skills & competencies
- contractday shiftsan francisco caprivate bankingwealth managementfinanceno on-callno travelbmo financial$122k-$228k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans.
Why this role
Requires Federal registration with the NMLS
About the employer
BMO Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2051.00
You'll be redirected to the employer's application page.
Listing ID: 957d5752-a880-4516-994c-ab151dc1886b