Private Banker Job at Insight Global, San Francisco, CA

  • Insight Global
  • San Francisco, CA

Job Description

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 1st year bonus guaranteed NOT a commission-based role, annual bonus is based on performance Must Haves 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 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. 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 Investment Counselor 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 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 #J-18808-Ljbffr

Job Tags

Full time, Work at office

Similar Jobs

Van Pool Transportation

School Van Driver Job at Van Pool Transportation

 ...Magnolia Street, Northern Cambria, PA 15714Job Type: Part-timeNo CDL required. We provide the training.$13.86 an hourPart-time....  ...Cambria School DistrictYou do not need a CDL or previous driving experience. We train you.What the job involvesYou will drive a van on a set... 

Propio Language Services, Inc.

Remote Spanish Interpreter - OnDemand Contract Job at Propio Language Services, Inc.

Propio Language Services, Inc. is seeking Remote Spanish Contract Interpreters for its OnDemand PropioONE service. You will provide consecutive interpretation remotely for a variety of clients, including medical, legal, and social services, while maintaining confidentiality... 

Luxury Coastal Vacations

Laundry Attendant Job at Luxury Coastal Vacations

 ...and schedule of this position are flexible- day, evening, and night shifts are available. This position is best suited for someone who enjoys...  ...feet and moving while at work. The work consists primarily of cleaning and folding the sheets and towels which come and go from the... 

Stripes Logistics Company

Hotshot & Auto Hauling CDL/Non CDL Owner Operators Job at Stripes Logistics Company

 ...Hotshot / Auto Hauling Owner Operator CDL or Non-CDLRegional & OTR Opportunities | Houston, TX$2,500 $6,500 Weekly Revenue Potential...  ...equipment.To qualify you must have:3/4 Ton or 1 Ton Truck.1 car or 3540 Gooseneck Trailer 35'40' Gooseneck Trailer.Proper... 

David's Bridal

Seamstress Tailor Job at David's Bridal

Best Job Ever! Minimal weekday hours required (join for weekends only!) Generous Team Member discount $400 bonus for every referral hired with NO LIMIT * Competitive hourly pay rates & team bonus Get Paid Early! * Additional terms and conditions apply. ...