Job Description
Private Banking Team Lead Location: Peninsula / San Francisco Bay Area
Overview
A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula. This is a build-focused opportunity designed for a motivated producer who thrives in an entrepreneurial environment, with access to a robust internal referral network spanning commercial banking, retail branches, and ancillary business lines.
This is not a portfolio maintenance role. It is a revenue-generating position with full access to an integrated suite of lending, investment, planning, and insurance solutions, and a defined path into producing regional leadership for the right candidate.
Key Responsibilities
- Serve as the primary relationship manager for HNW and UHNW clients, typically man...