Director, HNW Private Banker - San Francisco (San Francisco) Job at TieTalent, San Francisco, CA

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  • TieTalent
  • San Francisco, CA

Job Description

Director, HNW Private Banker - San Francisco

Join to apply for the Director, HNW Private Banker - San Francisco role at TieTalent .

About the Role

The Director, HNW Private Banker is a senior professional responsible for managing relationships with high-net-worth clients, providing strategic financial advice, and developing tailored wealth management solutions. This role requires extensive experience in private banking, excellent communication skills, and the ability to build long-term client relationships.

Responsibilities

  • Identify and develop prospects, converting them into clients.
  • Understand clients' businesses and sources of wealth.
  • Provide strategic financial advice and build trusted relationships with clients.
  • Manage client expectations and understand their goals and risk tolerance.
  • Develop and implement tailored investment and financial strategies.
  • Collaborate with product experts to deliver comprehensive solutions.
  • Maintain compliance with regulatory requirements and internal policies.
  • Build and maintain relationships with internal teams and external partners.

Qualifications

  • 15+ years of experience in private banking or related fields.
  • Proven track record in relationship selling and managing UHNW clients.
  • Extensive knowledge of Citi Private Bank systems, platforms, and capabilities.

Education

  • Bachelor's degree required; Master's preferred.

Details

Location: San Francisco, California, USA

Employment type: Full-time

Salary Range: $170,000 - $300,000 + incentives

Application deadline: May 20, 2025

This job is active and accepting applications.

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Job Tags

Full time,

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