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|Job Category :||Business|
|Company Name:||Bank of the West|
|Position Name:||Sr Relationship Manager Wealth Management|
|Location :||San Francisco, CA|
|Job Description :||Sr Relationship Manager Wealth Management
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Recognized subject matter expert. Manages large projects or processes with limited oversight from manager. The WMG Senior Relationship Manager is the first initial point of contact and the primary contact to bank of the West’s highest income / net worth client’s portfolio with a focus on $3.5 M and $15M very high net worth. The Senior Relationship Manager is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice.
Essential Job Functions
Other Job Duties
Licenses & Certifications
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer – Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location United States-California-San Francisco
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