Senior Private Banking Relationship Leader

Columbia Bank; Irvine (CA); On-site; USD 129,000 - 238,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) with employer match

Tuition assistance

Job summary

Columbia Bank in Irvine, California is seeking a self-motivated individual for a business development role focused on high-net-worth clients. You will manage client relationships, monitor credit quality, and handle asset management portfolios. The ideal candidate will have over 10 years of experience in financial services and a Bachelor's degree. The position offers a salary range of $129,000 to $238,000, with comprehensive benefits including healthcare, a retirement plan, and tuition assistance.

Qualifications

• Over 10 years of experience in the financial services industry required.
• Ability to train and present to small and large audiences.
• CFP, CIMA, or similar certification preferred.

Responsibilities

• Pursue business development opportunities.
• Build teams around clients for comprehensive advice.
• Manage client relationships and financial needs.

Skills

Business development

Relationship management

Credit and analytical skills

Estate planning

Investment management

Education

Bachelor's Degree or equivalent professional experience

Master's Degree (preferred)

Tools

Financial planning tools

Microsoft Excel

Job description

Columbia Bank in Irvine, California is seeking a self-motivated individual for a business development role focused on high-net-worth clients. You will manage client relationships, monitor credit quality, and handle asset management portfolios. The ideal candidate will have over 10 years of experience in financial services and a Bachelor's degree. The position offers a salary range of $129,000 to $238,000, with comprehensive benefits including healthcare, a retirement plan, and tuition assistance.