Senior Banker - HNW Lending & Advisory
Charles Schwab
Charles Schwab Corporation in San Francisco is seeking a Senior Banker to provide banking and credit solutions for Schwab Wealth Advisory clients. This role focuses on advising clients on loans, deposits, and trust services, requiring a strong background in lending consultation and relationship building. The ideal candidate will have a minimum of 5 years in financial services and expertise in credit products. You will collaborate with various Schwab teams, emphasizing client service excellence and tailored financial strategies. #J-18808-Ljbffr Charles Schwab Corporation
- Charles Schwab seeks a Senior Banker in San Francisco to provide banking and credit solutions to Wealth Advisory clients. The candidate will collaborate with Schwab partners to... ...qualifications include a minimum of 5 years in lending consultation and expert knowledge of credit...SeniorHigh net worthFlexible hours
- ...successful in serving the lending needs of Schwab's core... ...Schwab's high net worth (HNW) clients and registered investment advisory (RIA) firms. To seize this... ...Our Opportunity: The Senior Banking team is seeking a... ...savings accounts. The Senior Banker will be responsible for...SeniorHigh net worthBank staff
- ...successful in serving the lending needs of Schwab’s core... ...Schwab’s high net worth (HNW) clients and registered investment advisory (RIA) firms. To seize this... ...needs. Our Opportunity: The Senior Banking team is seeking a... ...accounts. The Senior Banker will be responsible for serving...SeniorHigh net worthBank staff
$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...SeniorHigh net worth- ...including cash movements, securities transfers, and lending-related transactions, as well as handling complex or... ...Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc. PageGroup PLC was established...SeniorHigh net worthPermanent employmentContract work
- ...specialize in serving high-net-worth (HNW) individuals, families, and... ...Solutions within Banking, Lending & Trust (BL&T) provides... ...services to high-net-worth clients, senior executives, business owners, and... ...services leaders. Our bankers partner across the firm to deliver...SeniorHigh net worthFull timeWork experience placementWork at officeImmediate start
- Fairygodboss seeks a Custom Lending Specialist to work within JPMorganChase Wealth Management in San Francisco. This role requires expertise in customized lending solutions for ultra-high net-worth clients, emphasizing collaboration, strategic guidance, and support for...SeniorHigh net worth
- Australia-Employment is looking for a Senior Tax Manager in San Francisco to manage complex returns and provide advisory services to ultra-high-net-worth individuals. With a focus on client relationships and tax planning, this role requires 7+ years of public accounting...SeniorHigh net worth
- Cresset Capital is seeking an Investment Analyst to join its Wealth Advisory team in San Francisco. The role supports high net-worth clients, assisting Advisors with investment recommendations and managing client relationships. Responsibilities include portfolio management...SeniorHigh net worth
$157.04k - $235.56k
Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated... ...Lending Advisor balances client‑centric advisory excellence, disciplined risk management,... ...experience advising Affluent, HNW, and UHNW clients on lending solutions Strong...High net worth$200k - $300k
...and highly motivated Private Banker to join our dynamic Wealth at... ...acquiring new high-net-worth (HNW) clients. This role requires a... ...financial milestones. Strategic Advisory & Thought Leadership: Serve as... ...and sophisticated banking and lending solutions pertinent to the Tech...High net worthFull time- ...Advisory & Assurance Senior or Supervisor - San Francisco, CA San Francisco, California, United States The Role The Advisory & Assurance Senior or Supervisor will be responsible for a full array of audit and consulting services for our privately held clients in...SeniorHigh net worthFull timeTemporary workFlexible hoursWeekend work
- Charles Schwab in San Francisco is looking for a Senior Banker to provide banking and credit solutions for Ultra High Net Worth clients. You will advise clients on mortgage products, establish strong relationships, and collaborate with various teams to meet client needs...SeniorHigh net worth
- A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff....SeniorHigh net worthRemote job
$120k - $150k
CCM ADMINISTRATIVE SERVICES LLC in San Francisco is seeking an Investment Analyst to support high net worth clients by working closely with seasoned Wealth Advisors. This position involves reviewing client portfolios and developing investment recommendations while ensuring...SeniorHigh net worth$200k - $250k
...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...SeniorHigh net worthPermanent employment- 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... ..., focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong sales...Senior
- Wells Fargo seeks a Senior Branch Premier Banker in San Francisco to grow relationships with affluent clients. The role emphasizes financial advisory and deepening customer connections through personalized service. The ideal candidate will have strong relationship-building...Senior
- .... Required Qualifications 5+ years of experience in commercial lending, business development, commercial credit, and portfolio management... ...Client Experience Branding Client Management Client Solutions Advisory Relationship Building Account Management Financial Analysis...SeniorWork experience placementLocal areaShift workDay shift
$102k - $159k
LendingClub is seeking an experienced compliance professional based in San Francisco to assist with regulatory risk assessments and compliance management. Candidates should have over 6 years of banking experience and proficiency in consumer regulations. The position demands...Senior$102k - $159k
...risks and controls related to deposit and lending products, including identifying gaps in... ...strategies. Participate in discussions with senior management including strategic priorities... ...effective communication and trusted advisory relationships. Strong analytical, organizational...SeniorWork at officeLocal areaRemote workFlexible hours$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25... ...Specialists, Portfolio Consultants and Home Lending Officers. Job Responsibilities : Build... ...years of experience serving in a financial advisory capacity Experience in a proactive,...SeniorHigh net worthFull timeWork at office$70k - $80k
...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities...Work at officeRemote work- ...the U.S. Join us!About this role:Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network... ...solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers...SeniorTemporary workWork experience placementImmediate startFree visa
$102k - $159k
...achieve more. About the Role The Compliance Advisory team helps the business deliver products... ...outcomes across the bank's Deposit and Lending products by providing trusted advisory... ...strategies Participate in discussions with senior management including within strategic...SeniorWork at officeLocal areaRemote workRelocationFlexible hours$37 - $65.5 per hour
.... Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network... ...solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers...SeniorTemporary workWork experience placementImmediate start- ...community. About the Role The Compliance Advisory team helps the business deliver products... ...compliance outcomes across the bank’s Deposit and Lending products by providing trusted advisory... .... Participate in discussions with senior management on strategic priorities, risk...SeniorWork at officeLocal areaRemote workRelocationFlexible hours
$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate will...High net worth- ...relationships through effective sales strategies and financial solutions collaboration. The role requires extensive experience in commercial lending, client management, and a strong track record in business development. Join a dynamic team that values leadership and strategic...Senior
$175k - $225k
Citigroup Inc. is seeking a Senior Associate in Investment Banking in San Francisco, CA. This intermediate level position will involve assisting clients in raising funds and providing strategic advisory services for mergers and acquisitions. Responsibilities include managing...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Banker - HNW Lending & Advisory. Be the first to apply!
- business banker San Francisco, CA
- private bank associate San Francisco, CA
- mortgage banker San Francisco, CA
- associate banker San Francisco, CA
- universal banker San Francisco, CA
- bankers life San Francisco, CA
- phone banker San Francisco, CA
- corporate banking associate San Francisco, CA
- senior cloud service delivery manager San Francisco, CA
- senior business analyst contract San Francisco, CA


