Save Job Back to Search Job Description Summary Similar JobsCompetitive PackageBased in San FranciscoAbout Our ClientNationally Chartered U.S. BankJob DescriptionKey ResponsibilitiesDrive growth in assets under management (AUM) and generate new client inflows in line with annual targetsBuild and maintain strong relationships with high‑net‑worth clients, monitoring their financial needs and identifying opportunities for additional investment solutionsProactively assess client portfolios to uncover opportunities for expanded product and service engagementDeliver 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 inquiriesPartner closely with client-facing teams and internal business units to coordinate and execute client transactions efficientlyThe Successful ApplicantQualificationsBachelor's degree from an accredited four‑year college or universityMinimum of 7 years of experience in financial markets, financial products, or a related fieldActive FINRA Series 7 and Series 63 licenses requiredProven experience in a client-facing role supporting high‑net‑worth individualsAbility to discuss investment structures and related legal considerations, and to coordinate with legal counsel to obtain required documentationStrong capability to read, analyze, and interpret financial statements, technical materials, and legal documents, and to respond effectively to client inquiries or concernsProficiency in quantitative analysis, including calculations involving interest, commissions, discounts, ratios, and percentagesWhat's on OfferCompetitive PackageContactDarin ChenQuote job refJN-042026-7004914Job summaryFunctionCFO & Financial ManagementSubsectorCFO & Financial Management SubsectorIndustryFinancial ServicesLocationSan FranciscoContract typePermanentConsultant nameDarin ChenJob referenceJN-042026-7004914
