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© All Rights Reserved. ApplyBlast.com
IDB Bank
A Wealth Planning Specialist within the Private Banking division provides dedicated financial planning and investment advisory support for High Net Worth and Ultra High Net Worth clients. The role involves collaborating with Private Bankers across multiple markets to develop comprehensive financial plans, construct investment proposals, and deliver sophisticated analysis. This position requires strong expertise in retirement, estate, and tax planning alongside deep knowledge of capital markets and investment products.
IDB Bank is a full-service bank that provides commercial banking, private banking, and wealth management services in the United States and internationally.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for IDB Bank.
75% above the average for this role