Title: Cross Border Banking Relationship Manager
Office Status: San Francisco, CA (Hybrid)
Base Salary: Competitive Base + Incentive Compensation (Market Dependent)
Overview:
We re working with a nationally recognized retail and commercial banking institution expanding its Premier / High Net Worth segment. They are seeking a licensed Relationship Manager to serve as the primary point of contact for affluent clients, delivering comprehensive financial guidance across deposits, lending, insurance, and investment solutions. This is a revenue-generating role ideal for someone who thrives in a consultative sales environment and enjoys building long-term client relationships within the community.
Key Responsibilities:
- Mandarin is a plus - not required
- Proactively acquire, deepen, and retain High Net Worth / Premier client relationships
- Develop and execute localized business development and client engagement strategies
- Drive wallet share growth through holistic financial needs assessments and cross-sell execution
- Partner with internal product specialists (investments, insurance, lending, business banking) to deliver tailored financial solutions
- Generate new business through networking, referrals, outside calling, and community involvement
- Serve as a trusted financial advisor supporting clients across life-stage planning needs
- Maintain strong knowledge of banking, wealth, and insurance products to identify referral opportunities
- Ensure compliance with regulatory requirements, audit standards, and operational risk controls
- Provide client feedback to leadership to support ongoing branch and service enhancements