Job Description

• Competitive Package
• Based in San Francisco

About Our Client

Nationally Chartered U.S. Bank

Job Description

• Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets
• Build and maintain strong relationships with high‑net‑worth clients, monitoring their financial needs and identifying opportunities for additional investment solutions
• Proactively assess client portfolios to uncover opportunities for expanded product and service engagement
• Deliver exceptional client service and ensure accurate, timely execution of client requests, including cash movements, securities transfers, and lending-related transactions, as well as handling complex or escalated inquiries
• Partner closely with client-facing teams and internal business units to coordinate and execute client transactions efficiently

The Successful Applicant

• Bachelor's degree from an accredited four‑year college or university
• Minimum of 7 years of experience in financial markets, financial products, or a related field
• Active FINRA Series 7 and Series 63 licenses required
• Proven experience in a client-facing role supporting high‑net‑worth individuals
• Ability to discuss investment structures and related legal considerations, and to coordinate with legal counsel to obtain required documentation
• Strong capability to read, analyze, and interpret financial statements, technical materials, and legal documents, and to respond effectively to client inquiries or concerns
• Proficiency in quantitative analysis, including calculations involving interest, commissions, discounts, ratios, and percentages

What's on Offer

Competitive Package

Contact

Darin Chen

Quote job ref

JN-042026-7004914

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