Managing Director, Private Banker, Downtown San Francisco
$250,000–$500,000 year
On-site · San Francisco, California, United States
Job Summary
Managing Director leads a Private Banking team in Downtown San Francisco, focusing on growing the existing UHNW client business and implementing an acquisition strategy. Responsibilities include driving revenue goals, coordinating client calling and prospecting, developing marketing and client events, coaching team members, and collaborating with the Global Market Manager to achieve revenue growth. Requires broad knowledge of private banking practices, strong communication to influence diverse audiences, and ability to develop tailored wealth solutions across investment, risk management, and liquidity needs. Strong leadership to unify cross-functional partners and ensure regulatory compliance and controls.
Required Qualifications
- 15+ years of experience in Private Banking
- Extensive experience in leading client teams and transactions
- Demonstrated track record in relationship selling within UHNW market
- Bachelor's degree required; Master's degree preferred
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