Senior Private Banking Relationship Manager

Banc of California; Santa Ana (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401k plan with company match

Comprehensive insurance options

Tuition reimbursement

Paid time off

Job summary

A leading financial institution in Santa Ana is seeking a Portfolio Manager to develop and manage a portfolio of private clients. The ideal candidate will have at least 12 years of experience in sales or relationship management and will be responsible for providing tailored financial advice and support. Responsibilities include building client relationships and structuring credits in collaboration with loan managers. Competitive benefits and growth opportunities are offered.

Qualifications

• Minimum of twelve years’ experience in sales or relationship management.
• Understanding of banking compliance regulations.
• Ability to make impactful decisions.

Responsibilities

• Manage a portfolio of privately-held business clients.
• Prospect for new business and maintain existing relationships.
• Provide financial advice and sell bank products.

Skills

Sales or relationship management

Communication skills

Organizational skills

Analytical skills

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

A leading financial institution in Santa Ana is seeking a Portfolio Manager to develop and manage a portfolio of private clients. The ideal candidate will have at least 12 years of experience in sales or relationship management and will be responsible for providing tailored financial advice and support. Responsibilities include building client relationships and structuring credits in collaboration with loan managers. Competitive benefits and growth opportunities are offered.