Private Banker

Sales Consultants of Sacramento; San Francisco (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

MRINetwork in San Francisco seeks an experienced Private Banker to drive new business development and grow high net worth relationships. You will coordinate a team of banking, trust, and investment professionals to meet and exceed client needs, delivering counsel across wealth management.

The ideal candidate has 5+ years in high net worth wealth management, strong relationship, networking and analytical skills, and the ability to make critical decisions independently in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years of experience in high net worth client wealth management activities.
• Excellent relationship management, networking and business development skills.
• Extraordinary talent for driving business.
• Ability to partner with colleagues to identify and service unique clients needs.

Responsibilities

• Develop new business and expand relationships with high net worth clients.
• Coordinate and leverage a team of banking, trust, and investment professionals around the client.
• Provide counsel and expert wealth management advice across complex wealth scenarios.

Skills

Relationship management

Business development

Networking

Analytical thinking

Decisive decision making

Education

Bachelor's degree

Job description

Actively seeking a Private Banker for a very successful regional financial institution:

• Responsible for new business development, retention, and growth of high net worth client relationships.
• Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
• Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

• Responsible for new business development, retention, and growth of medium to large size high net worth client relationships.
• Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs.
• Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Job Requirements

• Bachelor's degree, or equivalent work experience
• 5+years of experience in high net worth client wealth management activities
• Excellent relationship management, networking and business development skills
• Extraordinary talent for driving business
• Ability to partner with colleagues to identify and service unique clients needs
• Well-developed analytical and problem solving skills
• Ability to make critical decisions independently