Managing Director- Private Banker

Safra National Bank; San Francisco (CA); On-site; USD 200,000 - 450,000; Full time

Job summary

Safra National Bank seeks a Managing Director – Private Banker to originate and nurture relationships with high-net-worth and ultra-high-net-worth clients. You will provide customized wealth management solutions and coordinate with Safra Bank, Safra Securities, LLC, and J.Safra Asset Management to deliver comprehensive financial strategies.

The role requires a track record of growing AUM, strong client network, and the ability to convert opportunities into new revenue, while maintaining the

Qualifications

• Bachelor’s degree from a four-year college or university.
• Seven+ years of related experience in financial markets and/or financial products.
• FINRA licenses Series 7 and 63 preferred.
• Experience in client-facing roles with high-net-worth clients.
• Proven track record of generating and growing profitable client relationships.

Responsibilities

• Grow assets under management (AUM) and generate new money inflows.
• Establish relationships with high-net-worth clients and identify opportunities.
• Proactively review and identify business opportunities for clients.
• Provide exceptional client service and flawless execution on requests and transactions.
• Collaborate with client-facing teams and internal groups to deliver client transactions.

Skills

Relationship management

Business development

AUM growth

Financial markets knowledge

Client-facing

Discretion & confidentiality

Series 7 (FINRA)

Series 63 (FINRA)

Education

Bachelor’s degree

Job description

Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches in Florida, California and Massachusetts, representative offices in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

Position overview:

The Managing Director –Private Banker is responsible for originating, developing, and maintaining relationships with high-net-worth and ultra-high-net-worth clients. This role focuses on providing customized wealth management, investment solutions while ensuring the highest level of personalized service and confidentiality. The Private Banker acts as a trusted advisor, leveraging all relevant companies Safra Bank, Safra Securities, LLC, and J.Safra Asset Management (collectively referred to as “PB Services”), as appropriate full range of products and global capabilities to deliver comprehensive financial strategies that meet client needs.

Key Responsibilities:

• Grow assets under management (AUM) and generate new money inflows according to annual goals.
• Establish relationships with high-net-worth clients to monitor financial situation and identify client needs resulting in new sales opportunities.
• Proactively review and identify potential business opportunities for clients to engage in additional products and services.
• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
• Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions.

Qualifications:

• Bachelor’s degree (B.A.) from four-year College or university
• 7+ years of related experience in financial markets and/or financial products or related
• Series 7 and 63 licenses (FINRA) preferred.
• Experience in a client-facing role working with high-net-worth clients.
• Demonstrated track record of generating and growing profitable client relationships, with measurable revenue, AUM growth, or net new money contributions.
• Strong ability to develop and execute new business development strategies, including prospecting, networking, and referral generation within HNW/UHNW segments.
• Proven ability to build and maintain long-term trusted relationships with UHNW clients, demonstrating discretion, judgment, and high-touch service standards.
• Strong pipeline management and business development discipline, including consistent prospecting, conversion of new client opportunities, and sustained client engagement