A renowned and Leading Private Bank with a broad domestic presence is actively looking for a seasoned Senior Private Banker to join their thriving Northern California team. This person will be responsible for working with existing client relationships and sourcing new business as well. This is an opportunity with tremendous upside potential as the firm is seeking an individual who can really take the reins and take their team to the next level by helping them build out their Northern California presence. Someone with a deep and broad understanding of the wealth management space and private client market is highly desirable for this role.
Some additional responsibilities for this position include (but are not limited to):
- Managing a book of business and working closely with HNW & UHNW private clients
- Working knowledge and a deep-rooted understanding of a Bank credit product offering as well as the policies and procedures involved
- The ability to work autonomously as well as in a team environment
- Desire to want to make an impact long-term and eventually lead a team of banking professionals
Additional Qualifications:
- Prior experience successfully managing a book of business
- In-depth understanding of the Private Banking Model
- 8+ years of experience in Private Wealth Management