Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director
About The Position
Business Development: Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors. This includes actively targeting individuals involved in wealth creation and liquidity events such as IPOs, M&A, significant funding rounds, and other transformational financial milestones. Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Provide strategic guidance and innovative solutions to help clients navigate liquidity events, understand the intricacies of capital tables, and manage their wealth effectively. Established Network & Ecosystem Engagement: Leverage an existing, robust network within the Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and proprietary new business opportunities. Actively engage with key influencers and participate in industry events. Client Relationship Management: Serve as a trusted advisor to clients, understanding their complex financial needs, goals, and risk tolerance to provide tailored wealth management solutions that go beyond traditional retirement planning. Working with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities. Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
Requirements
- 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment
- FINRA Licensed Series 7, 63/ 66
- Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables. This includes expertise in strategies for diversification, monetization, risk management, and lending solutions against significant equity holdings.
- Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
- Self-starter with creative problem-solving skills.
- Highly proactive, self-starter with an entrepreneurial mindset, exceptional work ethic, and a results-oriented approach focused on maximizing client outcomes.
- Bachelor's/University degree
Nice To Haves
- Master's degree preferred
Responsibilities
- Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships.
- Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.
- Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors.
- Leverage an existing, robust network within the Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and proprietary new business opportunities.
- Serve as a trusted advisor to clients, understanding their complex financial needs, goals, and risk tolerance to provide tailored wealth management solutions that go beyond traditional retirement planning.
- Working with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking
- Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities.
- Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs
- Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships
- Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Director
