Top 8 Private banker Jobs in Mill Valley, Ca

Associate Private Banker
Morgan Stanley —San Rafael, CA
- $85,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Senior Private Banker
BMO Financial Group —San Francisco, CA
- $122,400 - $228,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Private Banker
City National Bank —San Francisco, CA
- $122,535 - $208,715 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Managing Director, Private Banker, Downtown San Francisco
Citi —San Francisco, CA
- $250,000 - $500,000 a year
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Citi Private Bank | UHNW Banker | San Francisco & Palo Alto
Citi —San Francisco, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Private Client Banker - Noe Valley Branch - San Francisco, CA
JPMorganChase —San Francisco, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Financial District Market - San Francisco, CA
JPMorganChase —San Francisco, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
9d
Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Preferred - San Francisco, CA
JPMorganChase —San Francisco, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- English
- Mid-level
- Health insurance
- Tuition reimbursement

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Senior Private Banker
BMO Financial Group —San Francisco, CA
Conducts independent analysis and assessment to resolve strategic issues. Typically 7+ years of relevant experience and post-secondary degree in related field…
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Senior Private Client Banker - JPM Financial Center San Antonio Center - Mountain View, CA
JPMorganChase —Mountain View, CA
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
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Associate Private Banker

Morgan Stanley -
San Rafael, CA

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Job Details

Full-time
$85,000 - $135,000 a year

Qualifications

Financial needs assessment

Full Job Description

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.

Job Description/Position Responsibilities

Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
Assist in developing and implementing marketing campaigns
Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
Communicate new product and policy enhancements to FAs and branch staff
Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners

Qualifications:

Minimum of 3 years of experience with an investment, commercial or private bank
2 years of client service, business development and/or Sales Desk experience
Experience in understanding the financial needs of all types of clients
Bachelor’s degree preferred, or relevant work experience

Skills/Abilities:

Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
Excellent verbal and written communication skills
Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
Ability to understand the financial needs of the retail brokerage clientele
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Software proficiency (e.g., Word, Excel, PowerPoint)
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Strong interpersonal collaboration and team skills including working with cross-functional teams

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

private banker jobs in mill valley, ca

Associate Private Banker

Senior Private Banker

Private Banker

Managing Director, Private Banker, Downtown San Francisco

Citi Private Bank | UHNW Banker | San Francisco & Palo Alto

Private Client Banker - Noe Valley Branch - San Francisco, CA

Private Client Banker - Financial District Market - San Francisco, CA

Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Preferred - San Francisco, CA

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