Elite Private Wealth Relationship Manager

City National Bank; Irvine (CA); On-site; USD 127,626 - 237,014; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) matching contribution

Career Development through Tuition Reimbursement

Valued Time Away benefits

Colleague Resource Groups for networking

Job summary

A leading financial institution seeks a Private Banker to develop and manage relationships with high net worth individuals in Irvine, California. Responsibilities include delivering tailored financial advice, managing client portfolios, and ensuring the profitability of the relationships. Required qualifications include a minimum of 10 years of experience in financial services and a Bachelor's degree or equivalent. The position offers a competitive salary range of $127,626 to $237,014 annually, plus bonuses.

Qualifications

• Minimum 10 years of experience in asset management, banking/credit, personal trust, and brokerage services.
• Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients.
• Must be in good standing under Safe Act and licensed with Nationwide Mortgage Licensing System.

Responsibilities

• Develop new client relationships through referrals and community involvement.
• Manage relationships and deliver coordinated client strategies with the team.
• Analyze client financial needs and make necessary adjustments.

Skills

Sales and relationship management

Interpersonal communication

Understanding high net worth client products

Education

Bachelor's Degree or equivalent

BA or MBA

Tools

FINRA Series 7 and 63

FINRA Series 65 or 66

Job description

A leading financial institution seeks a Private Banker to develop and manage relationships with high net worth individuals in Irvine, California. Responsibilities include delivering tailored financial advice, managing client portfolios, and ensuring the profitability of the relationships. Required qualifications include a minimum of 10 years of experience in financial services and a Bachelor's degree or equivalent. The position offers a competitive salary range of $127,626 to $237,014 annually, plus bonuses.