Senior Private Banker - High Net Worth Wealth & Advisory

MRINetwork; 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

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.