VP, Private Banking - Client Growth & Strategy

BNY; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision insurance

Paid time off

Job summary

BNY’s Private Banking division in San Francisco seeks a Vice President to drive business development and oversee client relationships with high-net-worth clients. You will align strategies with BNY’s pillars, delivering tailored financial solutions and leading collaboration across teams to ensure exceptional service.

The role emphasizes growth, regulatory compliance, and maintaining the highest standards of integrity while representing BNY’s values in every client interaction.

Qualifications

• Bachelor's degree in Finance or Business preferred.
• Typically 5–8 years of experience in private banking or wealth management.
• Strong client relationship management and excellent communication skills.

Responsibilities

• Develop and execute business development strategies to expand private banking client base.
• Cultivate and maintain strong client relationships with high-net-worth clients.
• Collaborate with cross-functional teams to ensure comprehensive service delivery and alignment with client needs.
• Identify opportunities for process improvement and innovation within private banking to enhance client experience.
• Ensure compliance with regulatory requirements and internal policies with integrity and accountability.
• Represent BNY's values in all client interactions and foster trust and excellence.

Skills

Business development

Relationship management

Communication

Private banking knowledge

Education

Bachelor's degree (Finance/Business)

Job description

BNY’s Private Banking division in San Francisco seeks a Vice President to drive business development and oversee client relationships with high-net-worth clients. You will align strategies with BNY’s pillars, delivering tailored financial solutions and leading collaboration across teams to ensure exceptional service.

The role emphasizes growth, regulatory compliance, and maintaining the highest standards of integrity while representing BNY’s values in every client interaction.