Private Client Office Director, SVP
Flagstar Bank(3 months ago)
About this role
The Private Client Office Director, SVP leads the Private Client Office in San Francisco, driving business development and relationship management with high-net-worth individuals and businesses. The role oversees the office operations and client onboarding, coaches staff to high performance, and focuses on delivering exceptional client satisfaction and generating referrals.
Required Skills
- Business Development
- Relationship Management
- Team Leadership
- Client Onboarding
- Compliance
- Networking
- Sales
- Financial Analysis
- Wealth Management
- Time Management
Qualifications
- Undergraduate Degree (4 years or equivalent)
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