Private BankerInsight Global • San Francisco, CA, United States
Private Banker
Insight Global • San Francisco, CA, United States
7 days ago
Job type
- Full-time
Job description1st year bonus guaranteed Private Bank experience only (not wirehouse or retail banking) Proven track record managing clients with $5M–$10M+ in assets Strong investment-first mindset (not lending-focused) Demonstrated ability to grow assets and revenueExperience with client acquisition, networking, and relationship management For MDs : $7M+ in production; for Directors : $3M+ in production FINRA Series 7 & 66 (or equivalent) and clean BrokerCheck Strong understanding of asset allocation, investment strategy, and portfolio construction Act as the primary relationship lead for HNW / UHNW clients Identify and acquire new clients through networking and referrals Partner with ICs and product specialists to deliver tailored solutions Drive new asset growth, meeting goals for AUM and revenue Maintain a deep understanding of client needs, family structures, and financial goals Serve as a trusted advisor, coordinating across lending, trust, and investment teams Partner with Bankers to deepen client relationships Lead investment discussions, asset allocation, and portfolio reviews Deliver customized investment strategies aligned with client objectives Monitor performance, rebalance portfolios, asset allocation, portfolio construction, and tailored investment advice for UHNW clients Collaborate with product teams and family office services for complex client needs Contribute to net new asset growth and client retention
Base pay range
$300,000.00 / yr - $350,000.00 / yr
Position title : Private Bankers and Investment Counselors
- MD : $350K
- Director : $250K–$300K
- TOTAL COMP : $500K+++
Bonus : Discretionary, based on scorecard performance
NOT a commission-based role, annual bonus is based on performance
Must Haves
Day to Day
Join this boutique-style Private Bank, where you’ll work with a global platform and a highly collaborative team to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We’re seeking Private Bankers who are the “tip of the spear” in client acquisition and Investment Counselors who deepen relationships and drive asset growth. This is a long-term strategic opportunity with a strong compensation structure and room to build a lasting reputation.
Investment Counselor
Compensation
$300k to $350k per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Other
Industries
Investment Banking
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Private Banker • San Francisco, CA, United States
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