Private Banker

Insight Global; San Francisco (CA); On-site; USD 300,000 - 350,000; Full time

Benefits offered by this job

Healthcare insurance offerings

Paid leave

Job summary

A financial services firm in San Francisco is looking for Private Bankers and Investment Counselors to serve high-net-worth clients. This role requires strong private banking experience and a solid track record in client management. Candidates will work closely with teams to drive asset growth and provide customized investment strategies. A competitive salary and benefits are part of this full-time position.

Qualifications

• Must have private bank experience only.
• Proven track record managing high-net-worth clients.
• Strong understanding of investment strategy.

Responsibilities

• Lead relationships for HNW and UHNW clients.
• Identify and acquire new clients through networking.
• Deliver tailored investment strategies to clients.

Skills

Private Bank experience

Client management with $5M–$10M+ in assets

Investment-first mindset

Client acquisition and networking

FINRA Series 7 & 66

Understanding of asset allocation

Job description

Base pay range

$300,000.00/yr - $350,000.00/yr

Position title: Private Bankers and Investment Counselors

• MD: $350K
• Director: $250K–$300K
• TOTAL COMP: $500K+++

Bonus: Discretionary, based on scorecard performance

• 1st year bonus guaranteed

NOT a commission-based role, annual bonus is based on performance

Must Haves

• Private Bank experience only (not wirehouse or retail banking)
• Proven track record managing clients with $5M–$10M+ in assets
• Strong investment-first mindset (not lending-focused)
• Demonstrated ability to grow assets and revenueExperience with client acquisition, networking, and relationship management
• For MDs: $7M+ in production; for Directors: $3M+ in production
• FINRA Series 7 & 66 (or equivalent) and clean BrokerCheck
• Strong understanding of asset allocation, investment strategy, and portfolio construction

Day to Day

Join this boutique-style Private Bank, where you’ll work with a global platform and a highly collaborative team to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We’re seeking Private Bankers who are the “tip of the spear” in client acquisition and Investment Counselors who deepen relationships and drive asset growth. This is a long-term strategic opportunity with a strong compensation structure and room to build a lasting reputation.

• Act as the primary relationship lead for HNW/UHNW clients
• Identify and acquire new clients through networking and referrals
• Partner with ICs and product specialists to deliver tailored solutions
• Drive new asset growth, meeting goals for AUM and revenue
• Maintain a deep understanding of client needs, family structures, and financial goals
• Serve as a trusted advisor, coordinating across lending, trust, and investment teams

Investment Counselor

• Partner with Bankers to deepen client relationships
• Lead investment discussions, asset allocation, and portfolio reviews
• Deliver customized investment strategies aligned with client objectives
• Monitor performance, rebalance portfolios, asset allocation, portfolio construction, and tailored investment advice for UHNW clients
• Collaborate with product teams and family office services for complex client needs
• Contribute to net new asset growth and client retention

Compensation

$300k to $350k per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Other

Industries

Investment Banking