Senior Private Banker

Michael Page International

San Francisco, CA

JOB DETAILS
SALARY
$200,000–$250,000 Per Year
JOB TYPE
Full-time
LOCATION
San Francisco, CA
POSTED
14 days ago
The Managing Director - Private Banker is responsible for originating, developing, and maintaining relationships with high-net-worth and ultra-high-net-worth clients.Client DetailsNationally Chartered U.S. BankDescription Key ResponsibilitiesDrive growth in assets under management (AUM) and generate new client inflows in line with annual targetsBuild and maintain strong relationships with high‑net‑worth clients, monitoring their financial needs and identifying opportunities for additional investment solutionsProactively assess client portfolios to uncover opportunities for expanded product and service engagementDeliver 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 inquiriesPartner closely with client-facing teams and internal business units to coordinate and execute client transactions efficiently Profile QualificationsBachelor's degree from an accredited four‑year college or universityMinimum of 7 years of experience in financial markets, financial products, or a related fieldActive FINRA Series 7 and Series 63 licenses requiredProven experience in a client-facing role supporting high‑net‑worth individualsAbility to discuss investment structures and related legal considerations, and to coordinate with legal counsel to obtain required documentationStrong capability to read, analyze, and interpret financial statements, technical materials, and legal documents, and to respond effectively to client inquiries or concernsProficiency in quantitative analysis, including calculations involving interest, commissions, discounts, ratios, and percentages Job OfferCompetitive PackagePage Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc. PageGroup PLC was established in the United Kingdom in 1976. With over 45 years of experience, PageGroup is a globally recognized leader in professional recruitment. Operating across 36 markets with more than 130 offices, our expertise spans multiple industries and job functions. We provide tailored recruitment solutions through four distinct brands.

About the Company

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Michael Page International

Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world. Our business was established in Canada in 2005 when we opened our Toronto office. Our role is to work with employers and job seekers to facilitate a successful match. This can range from advising a global company on a candidate sourcing strategy to helping a job seeker find their dream job. In Canada, we focus on recruiting for the following areas: Banking and financial services Digital and e-commerce Engineering and manufacturing Finance and accounting Human resources Information technology Marketing Oil and gas Procurement and supply chain Property and construction Sales An Established Brand The Group has established a leading presence in many of the key markets for professional recruitment around the world and has positioned itself in certain other markets, which offer the opportunity for future growth. Within its current largest markets, Michael Page has also built a regional presence, including in the UK, France and Australia. Consequently, the Michael Page brand is among the most widely recognized brands in the professional recruitment industry. A Market Leader The role of a recruitment consultancy is to act as an intermediary, identifying and sourcing suitably qualified candidates on behalf of its clients. Candidates are recruited either for permanent or contract positions (typically for a fixed term) or on a temporary basis. Within the overall recruitment industry, the market for professional recruitment services is a specialist sector which has developed more recently. Michael Page is widely recognized as leading the development of this market around the world. Learn the benefits of working with Michael Page yourself. Submit your resume or contact a Michael Page recruitment consultant today.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Staffing/Employment Agencies
WEBSITE
https://www.michaelpage.ca/