Private Banking Advisor

Found in: Careerbuilder One Red US C2 - 2 weeks ago


San Francisco CA United States Comerica Bank Full time
Private Banking Advisor
The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
Position Responsibilities:
Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
Expected to be the expert level “market moving” advisor with ability to handle the most challenging, sensitive and complex relationships.
Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates.
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
Self-acquires new business by being active and well connected in the community.
Other duties as assigned.

Position Qualifications:
Minimum:
A Bachelor’s degree in Business, Economics, or Finance
7 years of experience sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
7 years developing and executing sales and marketing plans
Series 7
Series 66
State Insurance License
Preferred:
CFP or CTFA, CFA, CPA, JD, or MBA

San Francisco 3 Embarcadero
8:00am – 5:00pm Monday – Friday

  • San Francisco, United States Comerica Bank Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...

  • Private Banking Advisor

    Found in: beBee S US - 2 weeks ago


    San Francisco, United States Comerica Bank Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...


  • San Francisco, United States Comerica Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...

  • Private Banking Advisor

    Found in: beBee jobs US - 7 days ago


    San Francisco, California, United States Comerica Bank Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...

  • 2nd Year Investment Banking Associate

    Found in: Jooble US O C2 - 2 weeks ago


    San Francisco, CA, United States Union Square Advisors Full time

    Job Description *Appropriate for candidates with one full year of experience as an Associate in Investment Banking* Associates at Union Square Advisors are highly qualified individuals committed to pursuing a long-term career focused on providing financial advice to our corporate clients. You will play an integral role on our Investment Banking team,...


  • San Francisco, United States Bank of Montreal Full time

    Application Deadline:05/09/2024 Address:180 Montgomery St. Job Family Group:Wealth Sales & Service. Strategic Context. Our vision is to be the single reference point for service to families of significant wealth. Our mission is to be the family offic Relationship Manager, Analyst, Wealth, Business Development, Private, Wealth Advisor, Banking, Business...

  • Investment Banking 2025 Summer Analyst

    Found in: Jooble US O C2 - 1 week ago


    San Francisco, CA, United States Union Square Advisors Full time

    Job Description Job Description The Internship program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Interns, or “Summer Analysts” will have the opportunity to support teams on live deals through both quantitative and qualitative assignments,...

  • Associate, Private Equity, Technology Investments Group

    Found in: Jooble US O C2 - 3 days ago


    San Francisco, CA, United States GIC Private Limited Full time

    GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at...

  • U.S. Private Bank

    Found in: Jooble US O C2 - 2 weeks ago


    Walnut Creek, CA, United States JPMorgan Chase & Co. Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...

  • Private Credit

    Found in: Jooble US O C2 - 1 week ago


    San Francisco, CA, United States Selby Jennings Full time

    Job Title: Senior Associate A Growth Equity and Private Credit firm headquartered in San Francisco is currently in search of a talented and dynamic individual to join their team. As a Senior Associate, you will play a crucial role in identifying, evaluating, and facilitating new investment opportunities, as well as managing the firm's existing portfolio...

  • Vice President, Relationship Manager

    Found in: Jooble US O C2 - 3 days ago


    San Francisco, CA, United States HSBC Full time

    HSBC Innovation Banking We support the builders, forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors, and those working towards IPO. Whether it’s providing strategic advice, comprehensive banking, industry...

  • Vice President, Relationship Manager

    Found in: Jooble US O C2 - 3 days ago


    San Francisco, CA, United States HSBC Full time

    HSBC Innovation Banking We support the builders, forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors, and those working towards IPO. Whether it’s providing strategic advice, comprehensive banking, industry...

  • Private Equity Associate

    Found in: Jooble US O C2 - 1 week ago


    San Francisco, CA, United States Selby Jennings Full time

    A Private Equity firm is looking to expand its team with an Associate. They are located in San Francisco, CA and focus on investing in software and tech-enabled service companies . This is a well-established firm that needs someone to be able to come in to assist with sourcing and execution. Associate Responsibilities: Investment sourcing and evaluation...

  • Investment Banking Associate

    Found in: Jooble US O C2 - 3 days ago


    San Francisco, CA, United States Oaklands Global Financial Services Recruitment Full time

    Level: Investment Banking Associate Industry: TMT (Software) Oaklands Global is currently working with a leading Investment Bank in San Francisco. Application Software, Internet, Digital media, Infra Software, FinTech, Hardware, vertical Software and Cyber Security. They are looking to hire additional Investment Banking Associates with previous Tech...


  • San Francisco, United States Bank Full time

    Job DescriptionJob DescriptionLooking for a dedicated person with banking experience. Must have great attention to detail, communication skills, and be eager to learn. Demanding position with opportunity for growth.Open new accounts (business and personal)Communicate clearly and professionally in person, over the phone, and in email.Work well under pressure...

  • Investment Banking Associate

    Found in: Jooble US O C2 - 3 days ago


    San Francisco, CA, United States Oaklands Global Financial Services Recruitment Full time

    Level: Investment Banking Associate Compensation + Bonus: Associates (340k - 380k) Industry: TMT (Software) Location: San Francisco, CA Oaklands Global is currently working with a leading Investment Bank in San Francisco. Our client is a leading name in the following sectors: Application Software, Internet, Digital media, Infra Software, FinTech,...

  • J.P. MORGAN ADVISORS

    Found in: Careerbuilder One Red US C2 - 2 hours ago


    , CA, United States JPMorgan Chase & Co. Full time

    JobID: 210512220Category: Client AdvisoryJobSchedule: Full timePosted Date: 2024-04-23T16:57:14+00:00JobShift:Base Pay/Salary: Los Angeles,CA $66,560.00-$90,000.00J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management...

  • Investment Banking Senior Associate

    Found in: Jooble US O C2 - 2 weeks ago


    San Francisco, CA, United States GrowthPoint Technology Partners, Inc. Full time

    Description TO BE CONSIDERED: Apply Here GrowthPoint Technology Partners is a leading boutique technology investment bank looking for a talented individual to join us as an Investment Banking Senior Associate. This is an excellent opportunity for a college graduate with strong grades, who enjoys technology and has two or more years working as an...

  • Private Equity Associate

    Found in: Jooble US O C2 - 3 days ago


    San Francisco, CA, United States augmentjobs Full time

    Job Description Job Description As a Private Equity Associate, you will play a key role in the evaluation and execution of investment opportunities, management of portfolio companies, and execution of exit strategies. This position requires a blend of quantitative and qualitative analytical skills, along with a proactive approach to problem solving. Key...

  • Portfolio Advisor, US Wealth

    Found in: Talent US C2 - 1 week ago


    San Francisco, United States 10500 WMC Wellington Management Company LLP Full time

    About the Role THE POSITION We are seeking a talented, driven individual to fill a Portfolio Advisor, Wealth position. The candidate will be responsible for generating investment sales to financial advisors at wire-houses, independent and national/regional broker dealers. The primary focus will be marketing Wellington’s expanding platform of...