Elite Private Banking Relationship Manager

Columbia Banking System; Irvine (CA); On-site; USD 129,000 - 238,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Discount marketplace

Paid time off

Job summary

Columbia Bank in Irvine, CA seeks a senior Private Banker to pursue business development opportunities with high-net-worth clients and lead a client team to deliver comprehensive financial advice. You will partner with product specialists, coordinate planning across investments, trust and wealth transfer, credit and deposits, and maintain strong client communication and ongoing reviews.

The role requires 10+ years in financial services, MLO license, CFP/CIMA/CPWA or similar, and ability to

Qualifications

• 10+ years of experience in financial services.
• Act as a Bank MLO with SAFE Act compliance.
• CFP/CIMA/CPWA or similar certifications preferred.

Responsibilities

• Develop new business opportunities and build relationships with high-net-worth clients.
• Lead client teams to deliver comprehensive financial advice across investments, trust, wealth transfer, credit and deposits.
• Coordinate planning with product specialists and ensure ongoing reviews with clients.
• Proactively communicate market conditions and client needs to risk and advisory teams.

Skills

Business development

Relationship management

Private banking

Wealth management

Credit analysis

Portfolio management

Estate planning

Tax planning

Communication

Public speaking

MLO license

CFP

CIMA

CPWA

ChFC

CTFA

CPA

CFA

AWMA

Series 7

Series 66

Education

Bachelor's degree or equivalent professional financial experience

Master's degree preferred

Tools

MLO license

Job description

Columbia Bank in Irvine, CA seeks a senior Private Banker to pursue business development opportunities with high-net-worth clients and lead a client team to deliver comprehensive financial advice. You will partner with product specialists, coordinate planning across investments, trust and wealth transfer, credit and deposits, and maintain strong client communication and ongoing reviews.

The role requires 10+ years in financial services, MLO license, CFP/CIMA/CPWA or similar, and ability to