Elite Private Banking Relationship Leader

Columbia Bank; Irvine (CA); Presencial; USD 129 000 - 238 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare coverage

401(k) with employer match

Employee assistance program

Life insurance

Resumo da oferta

Columbia Bank seeks a seasoned Private Banker to pursue business development with high-net-worth clients and lead a client team with holistic financial planning. You will coordinate investments, trust and wealth transfer, credit, and deposits, collaborating with product specialists to craft tailored solutions.

Travel may be involved, and regulatory compliance is essential. The role demands extensive private banking experience, strong relationship and portfolio management skills, and applicable

Qualificações

• Bachelor's Degree or equivalent professional financial experience, required.
• Master's Degree, preferred.
• More than 10 years of experience in the financial services industry, required.
• Bank MLO registration and SAFE Act compliance required.
• Extensive credit and analytical skills with ability to manage complex portfolios.
• Involvement in community organizations.
• Ability to train and present to senior/executive audiences.
• Proven business development, relationship, portfolio management, private banking, and wealth management skills.
• Intermediate estate planning, tax, and advanced investment management skills.
• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred.
• Series 7, 66 (or 63 and 65) required.
• Insurance licensed, preferred.
• Occasional travel.

Responsabilidades

• Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients.
• Manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios.
• Lead client team in planning, delivery and regular reviews with clients.
• Provide tailored advice across investments, trust and wealth transfer, credit, deposit and other services.
• Coordinate with product specialists to ensure comprehensive financial planning.
• Develop new relationships through referrals, Center of Influences, and internal partners.
• Profile full spectrum of client needs and deliver solutions with the client team.
• Communicate current market conditions and client financial needs proactively.

Conhecimentos

Business development

Relationship management

Portfolio management

Private banking

Wealth management

Estate planning

Tax planning

Investment management

Certifications (CFP/CIMA/CPWA/ChFC/CTF

Series 7/66

Insurance licensed

Public speaking/training

Community involvement

Travel

Formação académica

Bachelor's Degree

Master's Degree

Descrição da oferta de emprego

Columbia Bank seeks a seasoned Private Banker to pursue business development with high-net-worth clients and lead a client team with holistic financial planning. You will coordinate investments, trust and wealth transfer, credit, and deposits, collaborating with product specialists to craft tailored solutions.

Travel may be involved, and regulatory compliance is essential. The role demands extensive private banking experience, strong relationship and portfolio management skills, and applicable