Wealth Relationship Manager

January 15, 2019
Costa Mesa, CA
Job Order #
Recruiter Name
Linda Noland
Stone and Associates


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 a planning role, it's a sales focused relationship management role.

A truly collaborative team, no internal competition or pressure just a team working to do what's best for the bank and the client...what a concept!

Must haves:

Bachelor's Degree
7+ years of experience in personal trust or investments or commercial lending
Track record of successfully bringing new clients to the bank
Established local market COIs

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