Elite Private Banker & Wealth Advisor (VP)

Aumni; Westlake Village (CA); On-site; USD 170,000 - 225,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking.

This role involves managing client relationships, generating new business, and ensuring compliance with regulatory policies. Candidates should have at least six years of private banking experience and a Bachelor’s Degree.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Strong community presence with an established network.
• Focuses on the client experience.

Responsibilities

• Manage and maintain relationships with clients to provide targeted advice.
• Generate business results and acquire new assets.
• Advise clients on overall balance sheet management.

Skills

Private Banking experience

Sales success

Client relationship management

Financial planning knowledge

Regulatory compliance understanding

Education

Bachelor’s Degree

Tools

Series 7, 66 and Insurance licenses

Job description

TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking.

This role involves managing client relationships, generating new business, and ensuring compliance with regulatory policies. Candidates should have at least six years of private banking experience and a Bachelor’s Degree.