Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Banking Director - UHNW Wealth Builder

Jobleads-US

Citi is seeking an experienced Private Banker in San Francisco to lead relationships with ultra-high-net-worth clients. The role demands a proven track record in Private Banking, along with strong skills in relationship management and client conversion.

Applicants should have a Bachelor’s degree and 15+ years of relevant experience. The successful candidate will offer tailored financial solutions to clients, ensuring compliance and managing expectations.

#J-18808-Ljbffr Jobleads-US
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banking Director - UHNW Wealth Builder in San Francisco, CA vacancy
  • Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies with our team and... 
    Senior
    Private

    Lido Advisors

    San Francisco, CA
    1 day ago
  • Citi Private Bank in San Francisco, CA seeks an Investment Counselor to lead ultra-high-net-worth client relationships, providing strategic investment advice and portfolio guidance across currencies and asset classes. The role requires deep knowledge of traditional and... 
    Senior
    Private

    Citibank (Switzerland) AG

    San Francisco, CA
    2 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated...  ...Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    San Francisco, CA
    3 days ago
  •  ...institution in San Francisco is seeking an experienced Private Banker to join its International Private Bank. In this role, you will be responsible for advising ultra-high net worth individuals and families on wealth management, including investments and financial... 
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    10 hours ago
  • $150k - $250k

     ...business segments—Institutional Securities, Wealth Management, and Asset Management....  ...and trust services.Morgan Stanley Private Bank, NA is seeking a high potential candidate...  ...Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist... 
    Senior
    Private
    Temporary work

    Morgan Stanley

    San Francisco, CA
    4 days ago
  • $170k - $210k

     ...criteria methodology here.Regis UHNW Team: Our Regis Group was...  ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with...  ...you will help a wide range of private investors, business owners,...  ...wealth management.Job Summary:The Senior Wealth Advisor focuses on... 
    Senior
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    3 days ago
  • Citi is seeking a seasoned professional for a Private Banking role in San Francisco, California. This position focuses on building long-term...  ...15 years of experience in Private Banking, especially in the UHNW market, demonstrating strong relationship selling skills and a... 
    Senior
    Private

    Citi

    San Francisco, CA
    1 day ago
  • $70k - $200k

     ...000.00 - $200,000.00Category: Private Client Coverage, Professional,...  ...WealthCompany: CitiCiti Global Wealth brings together the full power...  ...offices through Citi Private Bank, operates in the affluent and...  ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer... 
    Senior
    Private
    Full time
    Work at office

    Citigroup

    San Francisco, CA
    1 day ago
  • JPMorganChase is seeking an experienced Private Banker in San Francisco, California. This role requires managing client relationships and providing comprehensive wealth management advice to clients. The ideal candidate will have a Bachelor's degree, a minimum of six years... 
    Senior
    Private

    JPMorganChase

    San Francisco, CA
    2 days ago
  • JPMorgan Chase & Co. in San Francisco seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth using investments, wealth planning, credit and banking. You will work with a local team and collaborate with internal... 
    Senior
    Private
    Local area

    JPMorgan Chase & Co.

    San Francisco, CA
    3 days ago
  • Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune...  ...client sophistication of Fortune 500 asset managers and large private wealth institutions. Contribu­tors design enterprise wealth... 
    Senior
    Private

    Obsidian

    San Francisco, CA
    4 days ago
  • Baker Tilly is seeking a Tax Senior Manager for Private Wealth to join our High Net Worth Seattle/San Francisco tax practice. You will lead engagements for wealthy individuals, families, and family offices, focusing on estate, gift, trust, and international tax planning... 
    Senior
    Private

    Baker Tilly US

    San Francisco, CA
    1 day ago
  •  ...compliance and advisory services to high-net-worth individuals and private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing firm offering upward... 
    Senior
    Private
    Private practice
    Flexible hours

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    3 days ago
  • $150k - $200k

     ...national public finance investment banking franchise with a diversified business...  ...partnering with not-for-profits, private developers, and state and local governments...  ...Public Finance Investment Banking Director to join the public finance Senior Living team. This role can be based... 
    Senior
    Private
    Full time
    Local area

    Piper Sandler Companies

    San Francisco, CA
    10 hours ago
  • A global financial services firm in San Francisco is seeking a Vice President, Private Wealth Planner to deliver customized financial planning advice and engage with affluent clients. This role requires over five years of financial services experience including asset allocation... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    10 hours ago
  • A growing wealth management firm in San Francisco is seeking a Senior Client Development professional to enhance its private wealth group. This role involves coordinating with the executive team to achieve sales goals, developing targeted client campaigns, and building... 
    Senior
    Private
    Flexible hours

    Lido Advisors, LLC

    San Francisco, CA
    2 days ago
  • JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise high-net-worth families on building, preserving and managing wealth across investments, planning and credit...  ...have a minimum of three years in private banking or financial services, a bachelor's degree... 
    Senior
    Private
    Local area

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago
  • $200k - $300k

    ## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San Francisco California United...  ...to negotiate internally, often at a senior level. Some external communication is typically...  ...of clients’ businesses and sources of wealth generation.* Anticipate events in a... 
    Private
    Full time

    Citibank (Switzerland) AG

    San Francisco, CA
    3 days ago
  • Alvarez & Marsal (A&M) is seeking a Commercial Due Diligence specialist to join the Private Equity Performance Improvement - Technology Industry Group, serving high‑growth technology clients. You will own client deliverables, lead market analyses, design surveys, and deliver... 
    Senior
    Private

    Alvarez & Marsal

    San Francisco, CA
    2 days ago
  • $121.9k - $262.1k

     ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover...  ...with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth... 
    Senior
    Private
    Bank staff
    Shift work

    Fifth Third Bancorp

    San Francisco, CA
    1 day ago
  • All Jobs > Senior Client Development, Private Wealth Senior Client Development, Private Wealth San Francisco, CA (Hybrid) Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private... 
    Senior
    Private
    Local area
    Flexible hours

    Lido Advisors, LLC

    San Francisco, CA
    3 days ago
  •  ...status quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for...  ..., and Skills:Experience supporting wealth management, private banking, or high net worth lending portfoliosFamiliarity with... 
    Senior
    Private

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  • Responsibilities Kforce has a client in San Francisco, CA that is seeking a Senior Wealth Planning Client Services Associate to provide exceptional,...  ...industry Prior experience supporting wealth management, private wealth, or high-net-worth client relationships is strongly... 
    Senior
    Private
    Hourly pay
    Contract work
    Work at office

    Kforce Inc

    San Francisco, CA
    3 days ago
  •  ...status quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for...  ...and Skills: Experience supporting wealth management, private banking, or high net worth lending portfolios Familiarity with... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago
  • $142.7k - $214.03k

     ...Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice! Our Private Wealth practice recognizes the unique challenges... 
    Senior
    Private
    Private practice
    Local area
    Worldwide

    Baker Tilly US

    San Francisco, CA
    1 day ago
  •  ...Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates... 
    Senior

    JPMorgan Chase & Co.

    San Francisco, CA
    3 days ago
  • SouthState Bank in Dallas, TX seeks an experienced Private Banker to manage and grow a high-net-worth client base, delivering tailored financial solutions and coordinating across banking products. You will build and maintain strong client relationships, oversee complex... 
    Senior
    Private

    SouthState Bank

    San Francisco, CA
    1 day ago
  • Northern Trust Corp is hiring a Senior Investment Officer in San Francisco to lead complex wealth management client relationships and oversee investment and risk for a local market. The role requires senior expertise, collaboration with the National Investment Practice,... 
    Senior
    Local area

    Northern Trust Corp

    San Francisco, CA
    10 hours ago
  • A wealth management firm in San Francisco seeks an experienced Wealth Advisor to build client relationships and provide comprehensive...  ...role offers competitive compensation and significant opportunities for professional growth. #J-18808-Ljbffr Corient Private Wealth LLC.
    Private

    Corient Private Wealth LLC.

    San Francisco, CA
    2 days ago
  •  ...to coordinate and fulfill client requests and identify investment opportunities within portfolios. The ideal candidate has 10-15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication. #J-18808-Ljbffr Syon Capital
    Senior
    Private
    Full time
    Work at office

    Syon Capital

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Banking Director - UHNW Wealth Builder. Be the first to apply!