Private Banker jobs in San Francisco, CA

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Private Client Banker - Chase Center Branch - San Francisco, CA
  • JPMorgan Chase
  • San Francisco, CA FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.  

    As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. 

    Job responsibilities
    • Shares the value of Chase Private Client with clients that may be eligible
    • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
    • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
    • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
    • Adheres to policies, procedures, and regulatory banking requirements
    Required qualifications, capabilities, and skills
    • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
    • 1 year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
    • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
    • High school degree, GED, or foreign equivalent 
    • Adherence to policies, procedures, and regulatory banking requirements
    • Ability to work branch hours, including weekends and some evenings 
    Preferred qualifications, capabilities, and skills
    • Excellent communication skills
    • College degree or military equivalent
    • Experience cultivating relationships with affluent clients
    • Strong team orientation with a commitment of long-term career with the firm
    Dodd Frank/Truth in Lending Act

    This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:  http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
  • 11 Days Ago

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Temp Registered Nurse, Pediatric/Peds Primary Care RN - Concierge Medicine (temporary - 8 month assignment)
  • Private Medical
  • San Francisco, CA TEMPORARY
  • FYI: this position is a temporary assignment (salary benefits) covering a leave of absence for up to 8 months (May 2024-January 2025) Schedule: Full time, Monday-Friday traditional business hours (e.g...
  • 7 Days Ago

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Nurse Manager, RN - Outpatient Primary Care (Concierge Medicine, Nurse Leader)
  • Private Medical
  • San Francisco, CA FULL_TIME
  • Schedule: full time position, M-F, traditional business hours (e.g., 8am-5pm) - no weekends required! Location: onsite, San Francisco Who are we? Private Medical has spent the last 20 years creating a...
  • 7 Days Ago

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Manager, Event Services
  • Private - Golden State Warriors
  • San Francisco, CA FULL_TIME
  • About the Position We are looking for a Manager, Event Services to oversee the day-to-day operations and event logistics for games, concerts, private events and VIP activations at Chase Center and Thr...
  • 18 Days Ago

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Sales Development Representative (SDR) - Motorsports Car Parts
  • PRIVATE LABEL MFG
  • South San Francisco, CA FULL_TIME
  • Positive Summary PLM is looking for a team of Sales Development Representatives (SDR) to be responsible for following up on warm leads, upselling, cross selling, and convert them into customers. Dutie...
  • Just Posted

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2 Security Officers needed (Full-time) Mon-Wed 0845-2045 and Thurs-Sun 0845-2045
  • SOCO PRIVATE SECURITY, INC.
  • South San Francisco, CA FULL_TIME
  • SOCO PRIVATE SECURITY, "The New Breed in Security™,” is UNDER NEW MANAGEMENT and looking for a few good people to provide security officer services to our valued clients, throughout our service area i...
  • Just Posted

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0 Private Banker jobs found in San Francisco, CA area

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2nd Year Investment Banking Associate
  • Union Square Advisors
  • San Francisco, CA
  • *Appropriate for candidates with one full year of experience as an Associate in Investment Banking* Associates at Union ...
  • 3/28/2024 12:00:00 AM

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Investment Banking 2025 Summer Analyst
  • Union Square Advisors
  • San Francisco, CA
  • The Internship program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain exper...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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2025 Summer Analyst, Investment Banking (San Francisco)
  • Financial Technology Partners
  • San Francisco, CA
  • 2025 Investment Banking Summer Analyst (SF) Position: Financial Technology Partners is seeking Investment Banking Summer...
  • 3/27/2024 12:00:00 AM

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Investment Banker
  • Focus Advisors
  • Investment Banker. Focus Advisors (focusadvisors.com) is a boutique FINRA-registered M&A advisory firm focused on the au...
  • 3/26/2024 12:00:00 AM

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Investment Banking Analyst, TMT
  • Jefferies
  • Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, i...
  • 3/25/2024 12:00:00 AM

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Investment Banking Associate, TMT
  • Jefferies
  • Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, i...
  • 3/25/2024 12:00:00 AM

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Investment Banking Senior Analyst
  • GrowthPoint Technology Partners
  • San Francisco, CA
  • GrowthPoint Technology Partners is a leading boutique technology investment bank looking for a talented individual to jo...
  • 3/24/2024 12:00:00 AM

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$91,139 to $133,985
San Francisco, California area prices
were up 4.5% from a year ago

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