Private Client Office Relationship Director, SVP
2 weeks ago
Private Client Office Relationship Director, SVP
The Private Client Office Relationship Director is responsible for driving results with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage onboarded client relationships to maintain the highest levels of satisfaction, earn additional business and quality referrals. Expected activities include but not limited to: internal and external prospect and client meetings, networking events, working with COIs, outreach activities, etc.
Acquiring and deepening affluent client relationships through dedicated and consistent business development and relationship management activities.
Possess a deep understanding of Flagstar Private Banks consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Team subject matter expert in all Private Bank deposit and credit products, as well as wealth management solutions.
Perform special projects, and additional duties and responsibilities as required.
Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Acts as the backup point of contact for the Private Bank office and facilities.
Undergraduate Degree (4 years or equivalent).
5+ Years experience working in business development with affluent clients in Private Banking or Wealth Management.
Ability to analyze and provide financial service solutions to individual and business private banking clients.
Adept at networking, outreach and setting appointments.
Skilled in working with Centers-of-Influence.
Provide elite service level, complete with follow-up after initial interactions.
Exceptional calendar and time management required.
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
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Private Client Office Relationship Director, SVP
3 weeks ago
San Francisco, United States Flagstar Bank Full timePosition Title Private Client Office Relationship Director, SVP Location San Francisco, CA 94104 Job Summary The Private Client Office Relationship Director is responsible for driving results with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage...
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Private Client Office Director, SVP
3 weeks ago
San Francisco, CA, United States Flagstar Bank Full timePrivate Client Office Director, SVP page is loaded## Private Client Office Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted 24 Days Agojob requisition id: 18580 The information below covers the role requirements, expected candidate experience, and accompanying qualifications. **Position Title **Private...
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Private Client Office Director, SVP
2 weeks ago
San Francisco, CA, United States Flagstar Bank Full timePrivate Client Office Director, SVP page is loaded## Private Client Office Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted 24 Days Agojob requisition id: 18580 If the following job requirements and experience match your skills, please ensure you apply promptly. **Position Title **Private Client Office...
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SVP, Private Client Office: Lead Wealth
6 hours ago
San Francisco, CA, United States Flagstar Bank Full timeA leading banking institution is seeking a Private Client Office Director, SVP in San Francisco, CA. Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below. This role involves driving business development activities with high net worth clients and managing client relationships to ensure high...
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Private Client Office Director, SVP
3 weeks ago
San Francisco, United States Flagstar Bank Full timePrivate Client Office Director, SVP page is loaded## Private Client Office Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted 24 Days Agojob requisition id: 18580**Position Title**Private Client Office Director, SVP**Location**San Francisco, CA 94104**Job Summary**The Private Client Director is...
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Private Client Office Relationship Director
2 weeks ago
San Francisco, CA, United States Flagstar Bank Full timePrivate Client Office Relationship Director, SVP page is loaded## Private Client Office Relationship Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted Todayjob requisition id: 18581 Ensure you read the information regarding this opportunity thoroughly before making an application. **Position Title **Private...
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SVP, Private Client Office: Lead Wealth
4 days ago
San Francisco, United States Flagstar Bank Full timeA leading banking institution is seeking a Private Client Office Director, SVP in San Francisco, CA. This role involves driving business development activities with high net worth clients and managing client relationships to ensure high satisfaction levels. The ideal candidate will have at least 5 years of experience in private banking or wealth management...
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Private Client Office Director, SVP
4 days ago
San Francisco, United States Flagstar Bank Full timeJoin to apply for the Private Client Office Director, SVP role at Flagstar Bank. Job Summary The Private Client Director is responsible for driving results in the Private Client Office with prospective high‑net‑worth individuals and businesses through significant business development activities. The role also professionally manages onboarding client...
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Private Client Office Relationship Director
4 weeks ago
San Francisco, United States Flagstar Bank Full timePrivate Client Office Relationship Director, SVP page is loaded## Private Client Office Relationship Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted Todayjob requisition id: 18581**Position Title**Private Client Office Relationship Director, SVP**Location**San Francisco, CA 94104**Job Summary**The...
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Private Client Office Director, SVP
3 weeks ago
San Francisco, CA, United States Flagstar Bank Full timePrivate Client Office Director, SVP page is loaded## Private Client Office Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted 24 Days Agojob requisition id: 18580 Position Title Private Client Office Director, SVP Location San Francisco, CA 94104 Job Summary The Private Client Director is responsible for...
