Senior Private Client Relationship Leader

Banc of California; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k with company match

Comprehensive insurance options

Tuition reimbursement

Paid vacation days

Career growth opportunities

Job summary

Banc of California is seeking a candidate to manage a portfolio of private clients in San Diego, California. The role involves developing relationships, providing financial advice, and ensuring adherence to compliance laws.

The ideal candidate will have a Bachelor's degree or equivalent experience along with a robust background in sales and relationship management. Professional growth opportunities and a range of benefits are included.

Qualifications

• Minimum twelve years’ experience in sales or relationship management.
• Experience in commercial lending preferred.
• Intermediate knowledge of banking compliance regulations.

Responsibilities

• Manage a portfolio of private clients.
• Provide financial advice and sell bank products.
• Negotiate with clients and prospects.

Skills

Sales skills

Relationship management

Communication skills

Organizational skills

Mathematics skills

Education

Bachelor's degree or equivalent work experience

Tools

Personal computer operation

Spreadsheet software

Job description

Banc of California is seeking a candidate to manage a portfolio of private clients in San Diego, California. The role involves developing relationships, providing financial advice, and ensuring adherence to compliance laws.

The ideal candidate will have a Bachelor's degree or equivalent experience along with a robust background in sales and relationship management. Professional growth opportunities and a range of benefits are included.