In-House
San Francisco, CA
Attorney in San Francisco, CA
Non-practicing Attorney
No
Job Title
. Private Bank - Associate - Private Banker
Job Responsibilities
As a Private Banker Associate in the . Private Bank, your primary responsibilities involve supporting a Senior Banker in all aspects of managing their client portfolios. Key duties include:
- Providing leverage to the Senior Banker on daily client priorities
- Supporting the Senior Banker during the sales process and ongoing client management, which includes tasks such as reviewing and building pitch books, coordinating information, communicating with clients, and executing on client needs
- Supporting the Senior Banker on client hierarchy and pipeline management
- Assisting the Senior Banker in the sale of investments, banking, and trust services. This includes asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identifying wealth planning opportunities
Education and Experience Information
Candidates must meet the following educational and experience requirements:
- Bachelor’s Degree is required
- Series 7 & 66 licenses are required for the position. Unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date
- Experience in sales/origination is necessary
- Candidates should be coachable professionals with good business acumen
Preferred educational qualifications and skills include:
- An MBA, JD, CFA, or CFP is preferred
- Excellent communication skills
- Strong analytical and quantitative skills
- The ability to multi-task and manage priorities effectively
- The ability to learn proprietary software and databases, as well as master wealth planning software, including Planning Station modules, WA models, and MAPS/CHART, as appropriate
Salary Information
The base pay/salary for the position in San Francisco, CA, is between $150, and $160,.
This role offers an opportunity to work in a collaborative and dynamic environment within the Asset & Wealth Management business unit. The position is full-time and operates during the day shift. Candidates with an entrepreneurial mindset, who are motivated to provide a first-class experience to clients, will find the role challenging and rewarding.
Jun 25, 2025
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