Private Banking Relationship Manager - Grow VIP Portfolios

California Bank & Trust; El Segundo (CA); On-site; USD 157,000 - 211,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Life and Disability Insurance

401(k) with company match

Paid Time Off and holidays

Tuition Reimbursement

Job summary

California Bank & Trust in El Segundo, CA is seeking a Private Banking Relationship Manager to serve as the principal account and relationship manager for a portfolio of high-value clients. The role emphasizes delivering tailored lending, investment and banking solutions while maintaining the highest level of client satisfaction.

Candidates must hold active Series licenses (7/66 or 63/65) and a Bachelor's degree with 6+ years of experience in lending, sales and banking.

Qualifications

• Bachelor's degree and 6+ years' experience in lending, sales, banking products and services.
• Advanced knowledge of banking, commercial lending, mortgages, investments and trusts.
• Active investment licenses such as Series 7 and Series 66, or Series 63 and Series 65.
• Strong communication, interpersonal skills and commitment to service quality.

Responsibilities

• Acts as the principal relationship manager for new and existing clients.
• Generates, manages and services a portfolio of clients and expands business.
• Remains knowledgeable on loan structuring, credit analysis and product referrals.
• Develops new client leads and maintains relationships to review portfolios.
• Provides high-level service and cross-sell banking and investment solutions.

Skills

Relationship management

Sales

Credit analysis

Loan structuring

Client servicing

Education

Bachelor's degree

Tools

MS Word

MS Excel

Financial planning tools

Job description

California Bank & Trust in El Segundo, CA is seeking a Private Banking Relationship Manager to serve as the principal account and relationship manager for a portfolio of high-value clients. The role emphasizes delivering tailored lending, investment and banking solutions while maintaining the highest level of client satisfaction.

Candidates must hold active Series licenses (7/66 or 63/65) and a Bachelor's degree with 6+ years of experience in lending, sales and banking.