As a Private Banker, you will provide highly personalized financial solutions (such as capital call financing, real estate lending, lines of credit) to General Partners of Venture Capital and Private Equity firms and CEOs, Founders, and executives at technology companies.
Focus is on Wealth Management and high-level discussions around Investment Services, in addition to loan structuring, monitoring, etc. You will not be investing funds or managing an investment portfolio.
Bachelor’s degree PLUS MBA, JD, CFA, CFP, or CIMA strongly preferred.
8 - 10 + years of private banking experience.
Able to lead both wealth management and credit portfolio growth efforts through broad knowledge of investments, banking, trust services, financial planning and traditional/tailored credit.