Senior Private Banking Advisor for HNW Clients
CalPrivate Bank
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Job summary
CalPrivate Bank in Newport Beach, CA seeks a Relationship Manager to develop and manage relationships with high-net-worth clients, private businesses, and real estate investors. You will provide tailored credit and deposit solutions and monitor portfolio performance.
You will collaborate with credit, operations, and product teams to deliver holistic, strategic advisory services through a consultative approach.
Responsibilities
- Develop and manage relationships with high-net-worth clients, private businesses, and real estate investors.
- Provide tailored credit and deposit solutions and monitor portfolio performance.
- Collaborate with credit, operations, and product teams to ensure holistic solutions.
Job description
CalPrivate Bank in Newport Beach, CA seeks a Relationship Manager to develop and manage relationships with high-net-worth clients, private businesses, and real estate investors. You will provide tailored credit and deposit solutions and monitor portfolio performance.
You will collaborate with credit, operations, and product teams to deliver holistic, strategic advisory services through a consultative approach.
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