Hot Jobs

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
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
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
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

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