Private Wealth Advisor — UHNW Client Strategy Lead

Columbia Bank; San Jose (CA); On-site; USD 140,000 - 260,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with match

Employee assistance program

Life insurance

Tuition assistance

Mental health resources

Paid vacation

Volunteer days

Holidays

Job summary

Columbia Bank is seeking a Private Wealth Advisor in San Jose to build and manage relationships with high-net-worth clients, delivering integrated wealth management, banking, lending, trust, and investment solutions.

You will work with specialists across the bank to provide strategic guidance tailored to each client's goals, risk tolerance, and long-term objectives, while ensuring exceptional service and regulatory compliance.

Qualifications

• 7-10+ years in private banking or wealth management.
• Experience managing relationships with high-net-worth clients.
• Proven track record in business development and client acquisition.
• Experience delivering sophisticated banking, lending, investment, and wealth planning solutions.

Responsibilities

• Develop and maintain deep client relationships through proactive engagement and financial reviews.
• Coordinate solutions across banking, lending, investments, trust, and wealth planning.
• Collaborate with private bankers and investment advisors to deliver holistic advice.
• Identify cross-sell and partnership opportunities across the bank.
• Lead business development and asset growth while maintaining compliance.

Skills

Relationship building

Consultative selling

Cross-selling

Networking

Financial analysis

Team collaboration

Communication skills

Education

Bachelor’s Degree

MBA (preferred)

CFP/CFA/CTFA/CPWA/CIMA/CEPA/CAIA

Tools

CRM systems

Microsoft Office

Financial planning software

Portfolio management platforms

Job description

Columbia Bank is seeking a Private Wealth Advisor in San Jose to build and manage relationships with high-net-worth clients, delivering integrated wealth management, banking, lending, trust, and investment solutions.

You will work with specialists across the bank to provide strategic guidance tailored to each client's goals, risk tolerance, and long-term objectives, while ensuring exceptional service and regulatory compliance.