Private Bank Relationship Manager

Published
September 17, 2019
Location
Los Angeles, CA
Category
Job Order #
2241
Recruiter Name
Linda Noland
Company
Stone and Associates

Description

Our world class private banking client has openings on the DTLA Wealth Management team for rainmakers. Call on HNWI with $25mm up to $50mm in net worth. Our client focuses on building relationships with advisory and planning based models featured.

Local market private bankers, wealth advisors, business development professionals, private client advisors would all fit the bill if your centers of influence and clients are in the Los Angeles area. No relocation available.

Be the quarterback on this team, manage clients and partner internally with trust and estate, wealth planning and investment specialists to handle all your clients needs.

Qualifications:

  • Bachelor's Degree
  • 5 - 15 years of experience in the high net worth space
  • Successful track record of bringing in new clients
  • Series 7 and 63 licenses required
  • CFP is a plus

 

 

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