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

UHNW Wealth Advisor & Private Banking Lead

City National Bank

City National Bank is seeking a Private Banker to develop and manage relationships with high-net-worth individuals and families in the San Francisco market. You will provide integrated banking, credit, asset management, trust and brokerage advice, coordinating with client teams to deliver tailored solutions. The role requires a strong sales orientation, deep knowledge of wealth management products, and compliance with Safe Act licensing. #J-18808-Ljbffr City National Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Advisor & Private Banking Lead in San Francisco, CA vacancy
  • $200k - $300k

    ## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San Francisco...  ...’ businesses and sources of wealth generation.* Anticipate...  ....* Serve as a trusted advisor to clients who frequently seek...  ...experience in working with and/or leading client teams and... 
    Private
    Full time

    Citibank (Switzerland) AG

    San Francisco, CA
    1 day ago
  • $80k - $100k

    The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal...  ...candidate will have at least three years of experience in private banking, preferably serving high net-worth clientele. Responsibilities... 
    Private

    Hong Kong Study Skills Research Institute

    San Francisco, CA
    2 days ago
  • A financial services firm in San Francisco is looking for Private Bankers and Investment Counselors to serve high-net-worth clients. This role requires strong private banking experience and a solid track record in client management. Candidates will work closely with teams... 
    Private
    Full time
    Part time

    Insight Global

    San Francisco, CA
    3 days ago
  • $250k

     ...businesses and sources of wealth generation....  ...Serve as a trusted advisor to clients who frequently...  ...connections to the Citi Private Bank. Effectively manage...  ...Banking having covered the UHNW market / Extensive experience...  ...working with and/or leading client teams and... 
    Private
    Full time

    Citi

    San Francisco, CA
    1 day ago
  • $180.27k - $220.33k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions...  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Private
    Full time
    Local area

    US Bank

    San Francisco, CA
    2 days ago
  • $250k

    ## Managing Director, Private Banker, Downtown San FranciscoApplylocations...  ...strategy for UHNW target names. Thus...  ...Market Manager (GMM) to lead the activities for the...  ...businesses and sources of wealth generation.* Anticipate...  ...interests of the Private Bank.* Help team members... 
    Private
    Full time

    Citibank (Switzerland) AG

    San Francisco, CA
    21 hours ago
  • $250k

     ...000,00 - $500 000,00Category: Private Client Product Services, Executive...  ...disciplinary areas. Leads and directs a team of professionals...  ...investment management mandates to the bank.They will have an exceptional...  ...and trusted investment advisor for clients, including direct... 
    Private
    Full time
    Temporary work

    Citigroup

    San Francisco, CA
    1 day ago
  • $75k - $160k

    Private Wealth Management (PWM)Goldman Sachs Private Wealth Management...  ...global reach. Our Private Wealth Advisors (PWAs) deliver an...  ...philanthropic planning and private banking and lending services. As client...  .... Founded in 1869, we are a leading global investment banking,... 
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs

    San Francisco, CA
    2 days ago
  • The Anderson Search Group is hiring a Wealth Advisor in San Francisco, California, to manage high-net worth clients and leverage the bank's strong internal referral channels. The ideal candidate is fully licensed and has experience building a book of business of at least... 
    Private

    The Anderson Search Group

    San Francisco, CA
    4 days ago
  • Goldman Sachs in San Francisco is seeking Wealth Management Professionals to deliver...  ...manage onboarding, and coordinate with Private Wealth Advisors to meet sophisticated investment goals....  ...across trades, reporting, and risk management. #J-18808-Ljbffr Goldman Sachs Bank AG
    Private

    Goldman Sachs Bank AG

    San Francisco, CA
    1 day ago
  • $300k - $350k

     ...yr Position title: Private Bankers and Investment...  ...Must Haves Private Bank experience only (not wirehouse...  ...ultra-high-net-worth (UHNW) clients. We’re seeking...  ...primary relationship lead for HNW/UHNW clients...  ...Serve as a trusted advisor, coordinating across lending... 
    Private
    Full time
    Work at office

    Insight Global

    San Francisco, CA
    3 days ago
  • $80k - $100k

    Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in...  ...white glove experience for our UHNW clients and prospects in our Private...  ...acting as a trusted advisor. Manage relationships in partnership... 
    Private
    Work at office
    Local area
    Flexible hours

    Hong Kong Study Skills Research Institute

    San Francisco, CA
    2 days ago
  • Morgan Stanley Private Bank, NA seeks a Senior Ultra High Net Worth Sales Specialist to grow the UHNW client segment by supporting bankers and advisors in business development and lending. You will lead opportunities, profile client bases, and drive adoption of UHNW deposit... 
    Private

    PowerToFly

    San Francisco, CA
    4 days ago
  • $106k - $150k

     ...decisions. As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to...  ...investment, insurance, credit, and banking solutions for their clients. As relationships...  ...relationship management, banking, Private Banking or Wealth Management OR High... 
    Private
    Temporary work
    Local area

    First Citizens Bank

    San Francisco, CA
    4 days ago
  •  ...enabling them to preserve their wealth for future generations, and...  ...experienced team of wealth advisors has knowledge and access to the...  ..., and value-added insights* Lead client meetings, managing all...  ...acquisition in financial services, private banking, or wealth management.*... 
    Private
    Permanent employment
    Temporary work
    Work at office

    Corient Private Wealth LLC.

    San Francisco, CA
    5 days ago
  • Corient is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth...  ...seeking a results‑driven Wealth Advisor to join our growing team. This role...  ...acquisition in financial services, private banking, or wealth management. Minimum 8-... 
    Private
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    San Francisco, CA
    2 days ago
  •  ...834, Hingham Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage and relationship banking...  ...Bank's most significant business, institutional, government, and private client banking relationships. You will be responsible for new business... 
    Private
    Remote work

    Hingham Institution for Savings

    San Francisco, CA
    2 days ago
  • $75k - $160k

    Job Description Private Wealth Management (PWM) Goldman Sachs Private...  ...global reach. Our Private Wealth Advisors (PWAs) deliver an...  ...philanthropic planning and private banking and lending services. As client...  .... Founded in 1869, we are a leading global investment banking,... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    San Francisco, CA
    3 days ago
  • Kforce is seeking a Client Advisor - Wealth Management to serve as a trusted partner to high-net-worth individuals and families...  ...plus * 3+ years of experience within wealth management, private wealth, private banking, or a related financial services environment *... 
    Private
    Full time
    San Francisco, CA
    13 days ago
  •  ...Citibank (Switzerland) AG is seeking a Managing Director, Private Banker for their Downtown San Francisco office. This position involves...  ...candidate should have over 15 years of experience in private banking and a solid track record in relationship selling. The role requires... 
    Private
    Work at office

    Citibank (Switzerland) AG

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

     ...Institutional Securities, Wealth Management, and Asset...  ....Morgan Stanley Private Bank, NA is seeking a high potential...  ...this client segment (UHNW). The Senior Ultra High...  ...Bankers and Financial Advisors/Private Wealth Advisors...  ...growing new banking revenue. Lead advisor engagement... 
    Private
    Temporary work

    Morgan Stanley

    San Francisco, CA
    2 days ago
  • $117.52k - $146.9k

     ...By combining global corporate cards and banking with intuitive spend management, bill pay...  ...Finance team is a strategic engine at Brex. We lead planning, forecasting, capital allocation...  ...Corporate Finance, Investment Banking, Private Equity experience, or in a high growth... 
    Private
    Work at office
    Remote work
    Work from home
    3 days per week

    Brex

    San Francisco, CA
    2 days ago
  • $119k

     ...workflows, and improve scalabilityTo thrive in this role, you have6+ years of relevant experience in Strategic Finance, investment banking, private equity, consulting, venture capital or a related field, ideally within a high-growth technology environmentExceptional skills... 
    Private
    Full time
    Work at office
    Local area
    Remote work

    Chime

    San Francisco, CA
    2 days ago
  • MidFirst Bank is seeking an Assistant Banking Center Manager in San Francisco to oversee daily operations, guide a team of sales and...  ...relationships. The ideal candidate has 5+ years in Retail/Commercial/Private Banking, strong supervisory skills, and proven sales performance... 
    Private

    MidFirst Business Credit, Inc.

    San Francisco, CA
    3 days ago
  • Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and...  ..., regional developers, and public and private corporations.About this role:Wells Fargo is seeking a Vice President, Lead Commercial Real Estate Origination Specialist... 
    Private
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    San Francisco, CA
    4 days ago
  •  ...compliance, collections, recovery, insurance claims, and disputes for banks, captives, and specialty lenders. We are: Backed by a16z...  ...re looking for ~3+ years of experience in investment banking, private equity, business operations, consulting, corporate development... 
    Private
    Full time
    Work at office

    Salient

    San Francisco, CA
    21 hours ago
  • JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their complete banking...  ...weekends. You will collaborate with Private Client Advisors and Mortgage/Business teams to tailor #J-18808-Ljbffr... 

    JPMorganChase

    San Francisco, CA
    5 days ago
  • JPMorgan Chase & Co. seeks a Private Client Bankerto serve affluent clients in Branch Banking, managing full banking relationships with an advice-based approach and a focus on growing balances. You will collaborate with specialists to meet complex financial needs and drive... 
    Afternoon shift

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago
  •  ...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... 
    Private

    Jobleads-US

    San Francisco, CA
    3 days ago
  • $100k - $225k

     ...834, Hingham Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage and relationship banking...  ...Bank's most significant business, institutional, government, and private client banking relationships. You will be responsible for new business... 
    Private
    Temporary work
    Work at office
    Remote work

    Hingham Institution for Savings

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Wealth Advisor & Private Banking Lead. Be the first to apply!