VP, Private Banker

3 days ago


Santa Rosa, United States AppleOne Employment Services Full time

Description

The Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections. Each banker will manage a portfolio of clients, ensuring they receive personalized attention and solutions for their financial needs. The goal is to grow the client base while maintaining strong relationships with existing clients through regular and strategic communication.


Essential Duties and Responsibilities:


Client Relationship Management:

  • Serve as the primary point of contact for all assigned private banking clients
  • Introduce yourself to new clients and ensure they feel welcomed
  • Be available to address client needs, concerns, and inquiries promptly


Client Interaction Cadence:

  • Maintain annual contact with all clients in your portfolio
  • Engage with active clients (at least 25% of the book) on a quarterly basis to discuss their financial needs, performance, and any concerns
  • Provide extra attention to the top 10% of your clients, including organizing personal touchpoints such as lunches, dinners, or golf outings. These events may involve senior executives


Client Growth & Retention:

  • Identify and nurture opportunities to deepen client relationships, increase balances, and expand services utilized
  • Proactively monitor and address situations where client balances may drop and implement strategies to retain business
  • Generate business results and acquire new assets, both from existing client base and new client acquisition


Qualifications:

  • 6+ years of experience in private banking or financial services
  • Bachelor’s degree, or equivalent work experience
  • Proven experience in private banking or high-net-worth client relationship management
  • Strong communication and interpersonal skills
  • Ability to build and maintain relationships with clients at all levels of wealth
  • Detail-oriented and able to manage a large portfolio of clients effectively
  • Experience in hosting client engagement activities such as lunches, dinners, golf outings, and executive meetings is a plus


  • VP, Private Banker

    4 days ago


    Santa Rosa, United States AppleOne Employment Services Full time

    DescriptionThe Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections. Each banker will manage a portfolio of clients, ensuring they receive personalized attention and solutions for their financial needs. The goal is to grow the client base while maintaining strong...

  • Private Banker

    3 days ago


    Santa Rosa, California, United States AppleOne Employment Services Full time

    Private Banker Job DescriptionAt AppleOne Employment Services, we are seeking a skilled Private Banker to join our team. As a Private Banker, you will be responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections.Key Responsibilities:Client Relationship Management: Serve as the primary...

  • VP of Operations

    5 days ago


    Santa Barbara, California, United States The Military Veteran Full time

    Executive SummaryThe Opportunity: Vice President of Operations for a Private Equity Operating CompanyLocation: Santa Barbara, CACompany Overview:TheMilVet is partnered with PE clients who are consolidating fragmented industries across America. These are industries that have no national presence or brands that dominate the market. Our PE partners create value...

  • Investment Associate

    2 weeks ago


    Santa Monica, California, United States Monroe Capital Corporation Full time

    Investment Team MemberMonroe Capital Corporation is seeking a highly skilled and motivated individual to join its investment team in the Los Angeles office. As a key member of the team, you will be responsible for underwriting and managing investments for Monroe's private credit funds.Key ResponsibilitiesAnalyze potential investment opportunities through...


  • Santa Monica, California, United States Monroe Capital Corporation Full time

    Investment Team MemberMonroe Capital Corporation is seeking a highly skilled investment professional to join its team in the Los Angeles office.Job SummaryThe ideal candidate will have 2-5 years of experience in leveraged finance, investment banking, or corporate banking, with a strong academic record from a top-tier undergraduate university.Key...


  • Santa Clara, California, United States Chegg Full time

    Job Title: Director, Strategic InvestmentsAt Chegg, we are seeking a highly skilled and experienced Director, Strategic Investments to join our Strategic Growth Team. As a key member of our team, you will play a vital role in driving strategic initiatives that influence Chegg's growth trajectory.Key Responsibilities:Work closely with the VP, Strategic Growth...


  • Santa Clara, California, United States Chegg Full time

    Job DescriptionChegg is seeking a highly skilled and experienced Director, Strategic Investments to join our Strategic Growth team. As a key member of our team, you will play a vital role in driving strategic initiatives that influence Chegg's growth trajectory.ResponsibilitiesWork closely with the VP, Strategic Growth and internal stakeholders to develop...


  • Santa Barbara, California, United States The Military Veteran Full time

    About the OpportunityThe Military Veteran is seeking a highly skilled and experienced Executive Vice President of Operations to join our team. As a key member of our leadership team, you will be responsible for driving growth, performance metrics, and creating an amazing workplace culture.Job SummaryThe Executive Vice President of Operations will work...


  • Santa Clara, California, United States Chegg Full time

    About the RoleThe Director, Strategic Investments plays a vital role in driving Chegg's growth trajectory by prioritizing and executing strategic initiatives. This highly visible role requires advocating thoughtfully on behalf of Chegg's strategic interests, catalyzing alignment and execution necessary to achieve them.Key ResponsibilitiesWork directly with...


  • Santa Clara, California, United States Chegg Full time

    About the RoleThe Director, Strategic Investments plays a vital role in driving Chegg's growth trajectory by prioritizing and executing strategic initiatives. This highly visible role requires advocating thoughtfully on behalf of Chegg's strategic interests, catalyzing alignment and execution necessary to achieve them.Key ResponsibilitiesWork closely with...


  • Santa Clara, California, United States Chegg Full time

    About the RoleThe Director, Strategic Investments plays a vital role in driving Chegg's growth trajectory by prioritizing and executing strategic initiatives. This highly visible role requires advocating thoughtfully on behalf of Chegg's strategic interests, catalyzing alignment and execution necessary to achieve them.Key ResponsibilitiesWork closely with...


  • Santa Ana, United States AFTCO MFG CO, INC Full time $130,000 - $150,000

    Job DescriptionJob DescriptionThe role of Design Director will be responsible for creative and color direction portion of the AFTCO and Marsh Wear product lines, as well as designing of all soft goods categories, along with the design team.  This position will work closely with the President of AFTCO and VP of Marsh Wear Clothing to create brand appropriate...


  • Anaheim-Santa Ana-Garden Grove, United States UIG Tanks Full time $75,000 - $85,000

    Job DescriptionJob DescriptionJob Title: Construction Project Manager – Industrial Storage Tanks.Location:  East Lake Forest, CAType:  Full-time, In HouseWe are seeking an experienced and highly organized Construction Project Manager to join our team. In this key role, you will work closely with the VP of Project Management and Senior Field Coordinator...


  • Santa Clarita, California, United States DrinkPAK LLC Full time

    Job Title: Manager, Financial PlanningAt DrinkPAK LLC, we are seeking a highly skilled Manager, Financial Planning to join our team. As a key member of our finance department, you will be responsible for leading our financial planning initiatives, establishing and monitoring key performance indicators, and managing reporting to internal and third-party...


  • Santa Clara, California, United States Chegg Full time

    Job Title: Director, Strategic InvestmentsAt Chegg, we're on a mission to provide students with a smarter, faster, and more affordable way to learn. As a Director of Strategic Investments, you'll play a critical role in driving our growth strategy and executing strategic initiatives that shape the future of our company.About the RoleThe Director, Strategic...


  • Santa Clara, California, United States Chegg Full time

    Job Title: Director, Strategic InvestmentsJoin Chegg's Strategic Growth Team as a Director, Strategic Investments and play a vital role in shaping the company's growth trajectory.About the RoleThe Director, Strategic Investments will be responsible for prioritizing and executing strategic initiatives that drive Chegg's growth. This includes planning and...

  • Sales Director

    4 weeks ago


    Santa Clara, United States SiFive Full time

    About SiFiveAs the pioneers who introduced RISC-V to the world, SiFive is transforming the future of compute by bringing the limitless potential of RISC-V to the highest performance and most data-intensive applications in the world. SiFive’s unrivaled compute platforms are continuing to enable leading technology companies around the world to innovate,...


  • Santa Clara, United States Robert A. Bothman, Inc. Full time

    Job DescriptionJob DescriptionJoin our team and experience all that Robert A. Bothman Construction has to offer!It's fun to work at a company where people take pride and truly believe in what they're doing. At Bothman, we're committed to bringing passion and superior customer focus to all of our innovative construction projects. Although we work...

  • Creative Director

    4 weeks ago


    Santa Monica, United States William Warren Properties Inc Full time

    DescriptionThe William Warren Group, Inc. (WWG) is a privately held, entrepreneurial self storage development, acquisition, property, and asset management company based in Santa Monica, CA. Since our inception in 1994, our focus has been on investments in major metro markets across the United States that offer significant cash flow, revenue growth, and...

  • Creative Director

    4 weeks ago


    Santa Monica, United States William Warren Properties Inc Full time

    DescriptionThe William Warren Group, Inc. (WWG) is a privately held, entrepreneurial self storage development, acquisition, property, and asset management company based in Santa Monica, CA. Since our inception in 1994, our focus has been on investments in major metro markets across the United States that offer significant cash flow, revenue growth, and...