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Wealth Management Banking & Finance Financial Sales

Senior Private Banker: Wealth & Relationship Lead

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: City National Bank
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance, Financial Sales
Job Description & How to Apply Below
A prominent financial institution in California seeks a Private Banker to cultivate client relationships with high-net-worth individuals. This role involves providing tailored financial services, developing business through referrals, and managing effective communication among client teams. Responsibilities include assessing financial needs and ensuring exceptional client service. Ideal candidates have extensive experience in asset management, sales, and strong interpersonal skills. Competitive salary with potential for bonuses and comprehensive benefits are part of the package.
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Position Requirements
10+ Years work experience
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