UHNW Private Banker: White-Glove Service & Growth

Hong Kong Study Skills Research Institute; San Francisco (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off exceeding mandatory requirements

Job summary

The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal candidate will have at least three years of experience in private banking, preferably serving high net-worth clientele.

Responsibilities include delivering exceptional service to clients, managing compliance with regulations, and providing ongoing support for client transactions. The salary for this position ranges from $80,000 to $100,000 annually, with comprehensive benefits.

Qualifications

• Minimum three years of experience in private banking serving sophisticated clients.
• Preferred history of working with high net-worth clientele.
• Banker qualifications based on competency, experience, and client relationships.

Responsibilities

• Deliver a white glove experience to clients and grow overall deposits.
• Manage relationships as a trusted advisor and cross-sell services.
• Ensure compliance with federal and state regulations.

Skills

Relationship management

Cash management

Customer service

Compliance knowledge

Job description

The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal candidate will have at least three years of experience in private banking, preferably serving high net-worth clientele.

Responsibilities include delivering exceptional service to clients, managing compliance with regulations, and providing ongoing support for client transactions. The salary for this position ranges from $80,000 to $100,000 annually, with comprehensive benefits.