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A global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. Is this your next job Read the full description below to find out, and do not hesitate to make an application. The role requires a minimum of six years of experience in Private Banking, a Bachelor's degree, and licenses in Series 7 and 66.Fluency in English and Mandarin is essential. Candidates will manage client relationships, generate business results, and partner with specialists to meet diverse client needs. xmcpwfu This is an opportunity to work at a leading financial firm in San Francisco.

Also on the board Same function, level within a rung

Level

Senior

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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