Competitive Package Based in San Francisco About Our Client Nationally Chartered U.S. Bank Job Description Key Responsibilities Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets Build and maintain strong relationships with high‑net‑worth clients, monitoring their financial needs and identifying opportunities for additional investment solutions Proactively assess client portfolios to uncover opportunities for expanded product and service engagement Deliver exceptional client service and ensure accurate, timely execution of client requests, including cash movements, securities transfers, and lending-related transactions, as well as handling complex or escalated inquiries Partner closely with client-facing teams and internal business units to coordinate and execute client transactions efficiently The Successful Applicant Qualifications Bachelor's degree from an accredited four‑year college or university Minimum of 7 years of experience in financial markets, financial products, or a related field Active FINRA Series 7 and Series 63 licenses required Proven experience in a client-facing role supporting high‑net‑worth individuals Ability to discuss investment structures and related legal considerations, and to coordinate with legal counsel to obtain required documentation Strong capability to read, analyze, and interpret financial statements, technical materials, and legal documents, and to respond effectively to client inquiries or concerns Proficiency in quantitative analysis, including calculations involving interest, commissions, discounts, ratios, and percentages What's on Offer Competitive Package

Senior Private Banker

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