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Wealth Management - Private Bank - Banker - Executive Director

BCG Attorney Search Sep 09,2022 Jun 08,2022 Location USA San Francisco CA
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Recruiter

Attorney

Trusts and Estates

Estate & Tax Planning

6-20 yrs required

Profile

San Francisco office of our client seeks wealth management - private bank - banker - executive director with 7 years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families. The candidate will sell and implement investment, banking, and trust/estate products to core clients. Will leverage and coordinate specialists (Investor, Capital Advisor, Trust, and Estate Advisor, and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced. Build trust with clients and effectively manage relationships. Ensure that the proposed products and services maximize the clients needs, goals, and objectives. Provide guidance to junior staff. Experience or demonstrated understanding of investments, banking, and trust concepts including, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities is required.

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