Hot Jobs

Trusted Wealth Management firm has an opening for a Sr Trust Officer in the California Bay Area.  Take leadership in all aspects of Trust relationships; including identifying and assisting in the opening of new business, administration, and closing of trusts. You will serves as a resource for all areas of the bank with regard to Trust & Fiduciary issues.  Compl...
San Francisco, CA Apr, 15
Boutique Independent Wealth Management Firm seeks a Lead Client Advisor to source new assets and manage client relationships. • The Firm offers an extensive suite of institutional investment strategies, building customized portfolios from not only equities and fixed income, but also real estate, venture capital, private equity and private debt. • The Private...
Century City, CA Apr, 15
You'll be in the thick of this fast paced Private Banking Executive's day to day success story! Collaborative environment, client contact, work with confidential information, resolve client issues, coordinate meetings, manage incoming phone calls, prepare concise memos, maintain calendar and much more. Minimum of 3-5 years experience as an Executive Assistant. Exc...
Century City, CA Mar, 29
Make a difference in your local community by helping small businesses grow. Our commercial banking client has 2 openings for Small Business Bankers at HQ in Houston. You will develop  and manage a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships.  Loan size $1mm and up, no consumer lending. Grow  re...
Houston, TX Mar, 29
Our $7B client has an opening in DTLA for a seasoned C&I Middle Market Relationship Manager. If you are a credit trained lender but would rather be out bringing in new business than behind a desk underwriting the deals - this could be a great fit! You'll call on companies with revenues up to $300mm, need to have plenty of local COIs and a successful track recor...
Los Angeles, CA Mar, 14
De novo opportunity for an entrepreneurial Private Banker in Santa Barbara. Our client knows what it takes to be successful in this market so local talent is needed to call on the HNW market.  Entry level is $300k minimum income, min $500k investable assets and at least $2mm net worth outside of primary residence.  Successful bankers are leading with investments, se...
Santa Barbara, CA Mar, 14
As a Business Banking Relationship Manager, you will help small businesses in local communities of Chicago.  Ability to deliver bilingual customer service in  Gujarati, Urdu, Hindi, Chinese, Vietnamese, or Spanish is a plus.  You will develop  and manage a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relatio...
Chicago, CA Mar, 04
The Client Service Specialist is the liaison between successful Private Bankers and high net worth clients on a collaborative team in Century City. You'll support the loan process by preparing pre-approval letters, gathering loan documentation, creating rate breakdowns, etc. While providing white glove customer service and identifying cross sell opportunities to the P...
Century City, CA Feb, 27
Top tier bank with an exceptional opportunity to add Senior Private Bankers to their Palo Alto/San Jose teams. Responsibilities: •As a Senior level Private Bank Relationship Manager, you will manage highly complex private banking accounts and relationships with high net worth clients. •In this role, you're the Quarterback of the team, you'll consult with clie...
Palo Alto, CA Feb, 26
Love acquiring new clients and managing relationships? Our client specializes in private banking, lending, investment management, and trust with offices nationwide. This is a unique opportunity for you to build your own book of business in a fast-paced, client-driven environment. Our client is expanding their private banking business in Encino and Century City. As ...
Encino, CA Feb, 26
Exciting opportunity to join this growing bank' s Treasury Management team. You can either work out of HQ in Century City or the new Encino Commercial Banking office. Support all of the C&I , CRE and Private Bank relationship managers throughout the footprint. Call on prospective clients, deliver sales presentations, assist with technical support, onboarding, rese...
Century City, CA Feb, 26
Be part of the ground floor effort to build out a Small Business Banking team for a growing bank. Goal is to hire Small Business Bankers in each office, Player/Coach role as you hire and manage this team and call on companies with revenues up to $5mm. Roll up your sleeves and embrace your entrepreneurial attitude as you grow your career. BA Degree 5+ years of expe...
Los Angeles, CA Feb, 01
You will be the Senior Private Banking Relationship Manager on a team of Wealth Management Professionals in the San Jose area. Leverage your local market Centers of Influence and market the bank's products and services to your high net worth clients. Our client delivers top notch customer service, competitive rates, and a full platform of Wealth Management services...
San Jose, CA Jan, 31
GROWTH OPPORTUNITY!  Our $7B commercial banking client is growing and and the Client Service team will grow with them, be a part of this growth opportunity.  Manage the team that provides the white glove customer service our client is known for to commercial middle market clients. The Client Service Manager focuses on improving client touch points and reviewing busi...
Los Angeles, CA Jan, 31
Beautiful new office in Century City, great opportunity for an entrepreneurial private banker to call on the HNW market, entry level is $2mm in net worth (excluding primary residence). Successful bankers are leading with investments, secured lines of credit, mortgage ( competitive rates) PLUS the financial planning arm is growing. You'll have an experienced in-house f...
Los Angeles, CA Jan, 31
Hybrid Wealth Relationship Manager role combining private banking, commercial lending, trust and estate, etc. Grow a book of business in Orange County, CA. Call on HNW individuals and business owners. As a Senior expert on the team, you'll work with internal partners to review client needs as well as being tasked with bringing in "new to the bank" clients. This is not...
Costa Mesa, CA Jan, 31
Join a successful Private Banking team in SF as a Relationship Manager. You'll lead with credit and be the quarterback on the team as you partner with internal specialists in wealth management, trust and estate planning, etc. This is a bifurcated role, so you'll have plenty of time to leverage your external centers of influence (COIs) and focus on marketing and net...
San Francisco, CA Jan, 31
Our $60B commercial banking client  is looking for a Business Bank  Relationship Manager  in Los Angeles. You will be instrumental in growing their business banking portfolio by calling on companies with revenues of $5mm to $30mm. As a Relationship Manager you will be involved in sourcing new business, structuring and negotiating the deals and managing the ongo...
Los Angeles, CA Jan, 31
Relationship Manager for a Middle Market team in Orange County with a track record of self-sourcing new clients. Commercial bank targets companies with revenues from $30mm - $500mm. Large territory, including the Inland Empire, can work remotely 2 days a week with new bifurcated RM model. Qualifications: Bachelor's Degree 7 years commercial lending experience ...
Costa Mesa, CA Jan, 31
Successful commercial lending team looking for a sales driven Middle Market Relationship Manager in San Francisco. The territory is wide open, and the portfolio will include C&I deals as well as Private Equity, Syndicated and ABL deals. As the Middle Market Relationship Manager in a bifurcated role, you will focus on bringing new clients to the bank, calling on...
San Francisco, CA Jan, 31

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