Senior Relationship Manager – High‑Net‑Worth Clients

Socket.dev; San Diego (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

CalPrivate Bank is seeking a Relationship Manager in San Diego to develop, manage, and expand relationships with high-net-worth clients and professional service firms. You’ll deliver tailored credit and treasury solutions, oversee portfolio health, and collaborate with Credit Administration, Operations, and Compliance to ensure seamless client experiences.

The role emphasizes consultative engagement, cross-sell opportunities, and a focus on high‑touch relationship banking with strong credit

Qualifications

• 5+ years of progressive experience in commercial banking.
• Ability to close business.
• Strong loan structuring and cash-flow analysis skills.

Responsibilities

• Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professionals, and real estate investors.
• Drive portfolio growth by identifying new opportunities and delivering tailored credit, deposit and treasury solutions.
• Oversee portfolio health, credit quality, and client onboarding, ensuring compliance with policies and regulations.

Skills

Relationship management

Business development

Credit risk analysis

Loan structuring

Financial analysis

Communication

Education

Bachelor’s degree in Business/Finance

Job description

CalPrivate Bank is seeking a Relationship Manager in San Diego to develop, manage, and expand relationships with high-net-worth clients and professional service firms. You’ll deliver tailored credit and treasury solutions, oversee portfolio health, and collaborate with Credit Administration, Operations, and Compliance to ensure seamless client experiences.

The role emphasizes consultative engagement, cross-sell opportunities, and a focus on high‑touch relationship banking with strong credit