UHNW Banking Advisor & Lending Specialist
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-28
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Banking Operations
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Senior Banker – Advisor Services in San Francisco, CA, focused on providing banking and credit solutions for Ultra High Net Worth clients. This role involves advising clients on various banking products and coordinating with both internal partners and external stakeholders to ensure a smooth process.
The ideal candidate will have over 5 years of experience in financial services, strong knowledge of credit products, and exceptional communication skills. A collaborative approach and attention to detail are crucial for success in this fast-paced environment.
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