Senior Relationship Manager - HNW & Growth

CalPrivate Bank; Beverly Hills (CA); On-site; USD 128,000 - 161,000; Full time

Job summary

CalPrivate Bank is seeking a Relationship Manager in Beverly Hills, CA. The role focuses on developing, managing, and expanding relationships with high-net-worth clients, real estate investors, and professional services firms, offering tailored credit and deposit solutions and strategic advisory.

You will drive new business, monitor portfolio health, collaborate across Credit Administration, Operations, Treasury, and Compliance, and mentor others to maintain a high-touch, client-centric banking

Qualifications

• 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
• Ability to effectively sell bank products and services, with credibility and professionalism when working with clients.
• Ability to close business.
• Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.

Responsibilities

• Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards.
• Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
• Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
• Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
• Work with business development staff, lenders and underwriters to structure loans.
• Respond to client inquiries in a professional and knowledgeable manner.

Skills

Relationship management

Business development

Portfolio management

Credit analysis

Communication

Loan structuring

Education

Bachelor's degree in Business/Finance

Job description

CalPrivate Bank is seeking a Relationship Manager in Beverly Hills, CA. The role focuses on developing, managing, and expanding relationships with high-net-worth clients, real estate investors, and professional services firms, offering tailored credit and deposit solutions and strategic advisory.

You will drive new business, monitor portfolio health, collaborate across Credit Administration, Operations, Treasury, and Compliance, and mentor others to maintain a high-touch, client-centric banking