Private Banker

Published
March 14, 2019
Location
Santa Barbara, CA
Category
Job Order #
2185
Recruiter Name
Linda Noland
Company
Stone and Associates

Description

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, secured lines of credit, mortgage ( competitive rates) PLUS the financial planning arm is growing. You'll have an experienced in-house financial planner on your team, also doing investment advisory work.

Must have a successful track record of bringing new business to the bank, a local market network of COI's and the drive to succeed.

This amazing opportunity requires a Bachelors in Business, Finance or a related field and 8+ years of sales experience in private banking.

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