Senior Private Banker
Michael Page International Inc.
- Competitive Package
- Based in San Francisco
- Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets
- Build and maintain strong relationships with highnetworth 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
- Bachelor's degree from an accredited fouryear 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 highnetworth 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
Vacancy posted 3 days ago
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