U.S. Private Bank – Private Banker – Vice President
San Francisco, California, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOESix+ years in private banking or financial services; bachelor’s degree; Series 7, 66 and Insurance licenses or ability to obtain; strong sales and client relationship skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
3+ YOEMinimum 3 years in investment/commercial/private banking, 2 years client service or sales desk experience, strong cash management and lending product knowledge, excellent communication, and Microsoft Office/EMR proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
3+ YOE3+ years banking experience (investment/commercial/private), 2+ years client service or sales desk experience, bachelor’s degree preferred, strong cash management and lending product knowledge, excellent communication and relationship-building skills, proficiency with Word/Excel/PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Apollo Global ManagementNYSE: APO: Global alternative asset manager providing investment and retirement solutions.
8+ YOE8+ years in private placements, leveraged finance, or structured credit; strong origination, structuring, and execution skills; CFA, MBA or ACCA helpful.
Financial modeling, Credit analysis, Microsoft Excel, PowerPoint, AI tooling
Pacific Life: Provides life insurance, annuities, and investment products for financial security.
3+ YOEJ.D., active bar membership, and 3+ years of private funds, investment management, or related transactional legal experience. Requires fund documentation, contract negotiation, and complex matter management skills.
Turing: AI-powered platform connecting companies with global remote software developers.
2+ YOERequires 2+ years in private equity, strong LBO modeling, deal evaluation, portfolio company management, fund economics, and excellent written English. CFA, CPA, or finance MBA preferred.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOERequires 2+ years of private mortgage banking sales experience or equivalent experience, training, military experience, or education. Requires SAFE registration and strong communication, sales, customer service, and mortgage knowledge.
2+ YOERequires 2+ years in investment banking, private equity, mezzanine investing, corporate lending, or corporate development and finance, plus structured finance, M&A, accounting, capital markets, and advanced financial modeling skills.
AllianceBernsteinNYSE: AB: Provides investment management and research services for global investors.
3+ MgmtBachelor's degree, Series 7 license, and 3+ years of managerial experience required; knowledge of private wealth management preferred. Must obtain Series 9 and Series 10 licenses within six months.
PhotoFax: Nationwide private detective agency specializing in insurance fraud surveillance.
0+ YOEEntry-level private investigator with high school diploma; valid driver’s license; clean driving record; willingness to travel; no prior experience required; training provided.
CitiNYSE: C: Global diversified financial services holding.
15+ YOE15+ years experience in private banking with UHNW market coverage, proven relationship selling and team leadership; Bachelor's degree required, Master's preferred.
CitiNYSE: C: A global financial services providing banking and credit services.
15+ YOERequires 15+ years of experience, extensive private banking and UHNW market experience, client team or transaction leadership, relationship selling success, and a bachelor's degree; master's preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and relationship management skills.
Vialto Partners: Provides tax and immigration services for global workforce mobility.
8+ YOECPA or EA (or JD) required, 8+ years private client international tax experience, expertise in foreign trusts, estate/gift planning, cross-border compliance, leadership and business development experience preferred.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOERequires 12+ years of private banking or complex financial services experience, Series 7 and 63/65 or Series 7 and 66, business development, wealth planning, client advisory, negotiation, and collaboration skills.
Wealthspire: Provides integrated wealth management and financial advisory services.
7+ YOE7+ years insurance experience including private equity or M&A; bachelor’s degree or equivalent; active P&C license required; CPCU/CIC/ARM preferred; strong communication, negotiation, analytical and leadership skills.
2+ YOEBachelor's in Accounting or Finance; 2+ years in financial services with high-net-worth clients; 5+ years in direct sales; strong credit underwriting and financial analysis; sales-driven with networking skills.