Senior Private Banking Relationship Leader

Columbia Bank; Seattle (WA); Sur place; USD 129 000 - 238 000; Plein temps

Avantages offerts par ce poste

Healthcare coverage

401(k) plan

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Paid vacation and holidays

Volunteer days

Résumé du poste

Columbia Bank in Seattle seeks a seasoned Private Banking/Relationship Manager to grow relationships with high-net-worth clients and lead multi-disciplinary teams. You will manage portfolios, monitor credit quality, and coordinate estate planning, tax planning and investment management in collaboration with the client team.

Role requires 10+ years in financial services, MLO eligibility, and certifications such as CFP/CFA/CPA; occasional travel is expected; salary range stated; comprehensive

Qualifications

• Bachelor's Degree or equivalent professional financial experience.
• 10+ years of experience in the financial services industry.
• MLO registration under SAFE Act; mortgage licensing requirements.
• Certifications such as CFP/CFA/CPA etc. preferred.
• Series 7 and 66 (or 63/65) licenses preferred.
• Occasional travel; strong credit and analytical skills.
• Ability to train and present to audiences of senior professionals.

Responsabilités

• Pursues business development opportunities with high-net-worth clients.
• Manages client relationships and monitors loan credit quality.
• Leads multifaceted asset management portfolios to meet complex needs.
• Provides tailored advice across investments, trusts, wealth transfer, credit and deposits.
• Leads the client team in planning, delivery, and regular reviews.
• Communicates proactively with clients and risk areas; ensures regulatory compliance.

Connaissances

Relationship management

Business development

Portfolio management

Private banking

Wealth management

Credit analysis

Public speaking

Formation

Bachelor's degree or equivalent professional financial experience

Master's degree preferred

CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA certifications preferred

Series 7, 66 or 63/65 licenses preferred

Insurance license preferred

Description du poste

Columbia Bank in Seattle seeks a seasoned Private Banking/Relationship Manager to grow relationships with high-net-worth clients and lead multi-disciplinary teams. You will manage portfolios, monitor credit quality, and coordinate estate planning, tax planning and investment management in collaboration with the client team.

Role requires 10+ years in financial services, MLO eligibility, and certifications such as CFP/CFA/CPA; occasional travel is expected; salary range stated; comprehensive