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 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banking Director - UHNW Wealth Builder in San Francisco, CA vacancy
  • Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage... 
    Senior
    Private
    Work at office

    Goldman Sachs

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

     ...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing... 
    Senior
    Private

    Jobleads-US

    San Francisco, CA
    3 days ago
  • Goldman Sachs in San Francisco is seeking Wealth Management Professionals who excel at client service and collaboration. You will engage...  ..., deliver tailored financial guidance, and coordinate with Private Wealth Advisors to ensure a seamless client experience. The role... 
    Senior
    Private

    Goldman Sachs Group, Inc.

    San Francisco, CA
    1 day ago
  •  ...San Francisco with 4-7 years of experience to join their Family Wealth practice. The successful candidate will work with a diverse...  ...families and individuals. This role involves collaboration with the Private Client Industry Group, supporting clients primarily in... 
    Senior

    BCG Attorney Search

    San Francisco, CA
    2 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
    3 days ago
  • A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day 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
    2 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
    1 day 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
    4 days 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
    22 hours ago
  • $180.27k - $220.33k

    U.S. Bank is seeking an experienced professional for a role in wealth management responsible for retention and growth of high net worth client relationships. The ideal candidate will have 10+ years of experience and a Bachelor’s degree, along with excellent networking... 
    Senior
    Private

    Us Bank

    San Francisco, CA
    2 days ago
  • Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical... 
    Senior
    Private

    Citigroup Inc.

    San Francisco, CA
    4 days ago
  • Citi is seeking a Wealth Relationship Mgmt. Sr. Analyst in San Francisco to deepen high-net-worth client relationships through financial planning and advisory services. The role requires 5-8 years of experience, strong analytical and communication skills, and FINRA registrations... 
    Senior
    Private

    Citi

    San Francisco, CA
    1 day 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
    2 days 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
    1 day 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
    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
    22 hours ago
  • JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago
  • Role Overview Mercor is seeking senior wealth management and asset management professionals to...  ...of Fortune 500 asset managers and large private wealth institutions. Contributors design...  ...at a Fortune 500 asset manager, private bank, or wirehouse (BlackRock, Vanguard,... 
    Senior
    Private

    Obsidian

    San Francisco, CA
    2 days ago
  •  ...The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client... 
    Senior
    Private

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    3 days 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
    1 day 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
    2 days ago
  • $157.04k - $235.56k

     ...- $235,560.00Category: Private Client Product Services...  ...WealthCompany: CitiCiti Wealth Lending provides...  ...Wealth Advisors, Regional Directors, and Group Executives,...  ...management or private bank lending, including origination...  ...Affluent, HNW, and UHNW clients on lending solutionsStrong... 
    Private
    Full time

    Citigroup

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

    Job ID: 87633007152Posted: 2026-07-11Location: San Francisco, California, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments... 
    Senior
    Private
    Full time

    Citigroup

    San Francisco, CA
    2 days 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
    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
    3 days ago
  • $60k - $125k

     ...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for...  ...planning, investment management, banking and comprehensive advice to a wide range...  ...leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private... 
    Senior
    Private
    Full time
    Temporary work
    Part time
    Work at office

    The Goldman Sachs Group

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

     ...client base in the United States. Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses. Analyze economic trends/activities and advise the effects... 
    Senior
    Private
    Full time

    Citigroup Inc

    San Francisco, CA
    4 days ago
  •  ...Safra National Bank of New York ("Safra National...  ...National is a leading private bank with a devoted team...  ...: The Managing Director –Senior Private Banker is responsible...  ...providing customized wealth management, investment...  ...generation within HNW/UHNW segments. Proven ability... 
    Senior
    Private
    Work at office

    Safra National Bank

    San Francisco, CA
    1 day 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!