Job Description

A leading private bank is seeking a Private Banker to drive client acquisition, relationship management, and tailored financial solutions for UHNW individuals in the San Francisco market.

Key Responsibilities

• Client Relationship Management: Build and manage a portfolio of UHNW clients, delivering personalized banking, lending, and investment strategies.
• Business Development: Identify and cultivate new client relationships while expanding wallet share with existing clients.
• Wealth Advisory & Credit Solutions: Collaborate with internal teams to provide customized wealth planning, credit, and investment management solutions.
• Risk & Compliance Oversight: Ensure adherence to regulatory requirements and internal risk frameworks while maintaining exceptional client service.

Ideal Candidate Profile:

• Market Expertise: Deep knowledge of the San Francisco private banking landscape with an established UHNW network.
• Relationship Management Skills: Proven ability to acquire and retain UHNW clients while delivering comprehensive financial solutions.
• Credit & Investment Acumen: Strong understanding of credit structures, investment strategies, and wealth planning.
• Results-Driven Approach: A self-starter with a track record of meeting and exceeding revenue and client growth targets.

For more information about this or other positions, please contact Edmond Mintah at Edmond.mintah@jcwresourcing.com or call 347-293-1533.

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