Private Banking Relationship Leader

CalPrivate Bank; San Diego (CA); On-site; USD 127,000 - 154,000; Full time

Job summary

CalPrivate Bank is seeking a Relationship Manager to develop, manage, and expand relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. The role delivers tailored credit and deposit solutions, oversees portfolio performance, and acts as a strategic advisor to clients through a relationship-driven approach.

By driving new business, deepening existing relationships, and maintaining strong credit quality, you will contribute to

Qualifications

• 5+ years of progressive experience in commercial banking with emphasis on business development, relationship and portfolio management.
• Proven ability to sell bank products and services to clients with credibility.
• Strong loan structuring, risk identification, cash flow and collateral analysis.

Responsibilities

• Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.
• Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
• Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
• Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
• Work with business development staff, lenders and underwriters to structure loans.
• Respond to client inquiries in a professional and knowledgeable manner.
• Demonstrate leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.
• Perform other duties as assigned or needed.

Skills

Business development

Relationship management

Portfolio management

Sales

Loan structuring

Risk analysis

Cash flow analysis

Communication skills

Education

Bachelor’s degree in Business, Finance, or related field

Job description

CalPrivate Bank is seeking a Relationship Manager to develop, manage, and expand relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. The role delivers tailored credit and deposit solutions, oversees portfolio performance, and acts as a strategic advisor to clients through a relationship-driven approach.

By driving new business, deepening existing relationships, and maintaining strong credit quality, you will contribute to