SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Managing Director- Wealth Strategist - Global Private Bank - San Francisco, CA

Company: Selby Jennings
Location: San Francisco
Posted on: January 16, 2022

Job Description:

A renowned Global Private Bank with a Family Office work culture and multiple office locations is seeking a seasoned Wealth Planner that focuses on trust, estate, wealth, & financial planning. This person will be working with both international and domestic clients, so cross-boarder experience is highly preferred. They will be partnering up with the wealthiest UHNW & HNW clients and will be playing a pivotal role to the firm's overall success as a Senior member of the team.
More specifically, this person will be responsible for working directly with UHNW and HNW clients to meet their Wealth Management needs. This could range from coming up with Wealth Management solutions and various Wealth Planning strategies pertaining to their estate planning, financial, investment, and banking needs. In addition to working with Private Clients daily, an ideal candidate should be an expert in assisting HNW clients with their trust & estate needs, so a dual background in law and wealth management is highly preferred.

Other responsibilities include (but are not limited to):

  • Successfully delivering, executing, and managing complex financial, trust, & estate plans to help clients meet their goals & objectives
  • Ability to be extremely meticulous and to work in a fast paced/rapidly changing environment
  • Increasing Private Client advocacy for various multi-generational services
  • Fluency in Mandarin as there will be a huge focus in working with that specific clientele

    Additional qualifications:
    • 7+ years of experience in Wealth Management/Financial Services, and working with UHNW/HNW clients in a Private Banking setting
    • 7+ years of experience doing the full-suite Financial Planning Model
    • Knowledge on intricate financial topics and the ability to present it in a cohesive way to Wealth Management Clients
    • JD Degree

Keywords: Selby Jennings, San Francisco , Managing Director- Wealth Strategist - Global Private Bank - San Francisco, CA, Executive , San Francisco, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds