Senior Private Banker

Daily Recruits, LLC is partnering with a boutique private bank headquartered in New York City to recruit a Senior Private Banker for its San Francisco office. The firm serves ultra‑high‑net‑worth individuals, families, and businesses with bespoke wealth solutions, combining personalized, discreet advice with fast, pragmatic decision‑making. Backed by a longstanding, financial group with a global footprint, the bank offers strong capitalization, high liquidity, and a conservative, risk‑aware approach designed to preserve and grow multigenerational wealth. Client‑centric and relationship‑driven, the team delivers tailored private banking services and long‑term continuity for sophisticated clients. Position overview The Managing Director –Senior Private Banker is responsible for originating, developing, and maintaining relationships with high-net-worth and ultra-high-net-worth clients. This role focuses on providing customized wealth management, investment solutions while ensuring the highest level of personalized service and confidentiality. Key Responsibilities Grow assets under management (AUM) and generate new money inflows according to annual goals. Establish relationships with high-net-worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Proactively review and identify potential business opportunities for clients to engage in additional products and services. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions. Qualifications Bachelor’s degree (B.A.) from four-year College or university 7+ years of related experience in financial markets and/or financial products or related Series 7 and 63 licenses (FINRA) required. Experience in a client-facing role working with high-net-worth clients. Demonstrated track record of generating and growing profitable client relationships, with measurable revenue, AUM growth, or net new money contributions. Strong ability to develop and execute new business development strategies, including prospecting, networking, and referral generation within HNW/UHNW segments. Proven ability to build and maintain long-term trusted relationships with UHNW clients, demonstrating discretion, judgment, and high-touch service standards. Strong pipeline management and business development discipline, including consistent prospecting, conversion of new client opportunities, and sustained client engagement #J-18808-Ljbffr