Senior Private Banking Relationship Manager

CalPrivate Bank; Newport Beach (CA); On-site; USD 120,000 - 190,000; Full time

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 is seeking a Relationship Manager to develop, manage and expand relationships with high-net-worth clients, private businesses, and real estate investors. You will provide tailored credit and deposit solutions, monitor portfolio performance, and act as a strategic advisor through a consultative approach.

The RM collaborates with credit, operations, and product teams to ensure holistic solutions.