Senior Private Banking Relationship Manager

CalPrivate Bank; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Qualifications

• 5+ years of progressive experience in commercial banking with relationship management and sales.
• Ability to sell bank products and services with credibility and professionalism.
• Strong background in loan structuring, risk identification, and cash flow analysis.
• Proven success in reinforcing a disciplined, performance-driven credit culture.
• Bachelor’s degree in Business, Finance, or related field preferred.

Responsibilities

• Develop, manage, and expand relationships with high-net-worth clients and professional services firms.
• Provide tailored credit and deposit solutions while overseeing portfolio performance.
• Identify cross-sell opportunities and act as strategic advisor to clients.
• Partner with credit, operations, and product teams to deliver holistic financial solutions.
• Drive new business development and deepen existing relationships while maintaining credit quality.
• Ensure compliance with internal policies and regulatory requirements.
• Mentor colleagues and promote a relationship-driven culture.

Skills

Relationship management

Commercial banking

Business development

Credit analysis

Loan structuring

Financial advisory

Communication

Education

Bachelor’s degree in Business, Finance, or related field

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.