Senior Private Banking Relationship Manager

3 days ago

Irvine, California, United States BankTalent HQ Full time
Job Title: Senior Private Banking Relationship Manager

At BankTalent HQ, we are seeking a highly skilled and experienced Senior Private Banking Relationship Manager to join our team. As a key member of our private banking team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with personalized financial solutions and advice.

Key Responsibilities:

  • Develop and maintain strong relationships with high net worth clients, understanding their financial goals and objectives.
  • Provide personalized financial solutions and advice to clients, including investment, lending, and wealth management services.
  • Work closely with internal teams, including investment, lending, and wealth management, to provide comprehensive financial solutions to clients.
  • Stay up-to-date with market trends and economic conditions, providing clients with informed advice and guidance.
  • Meet and exceed sales targets, growing the private banking business and increasing revenue.

Requirements:

  • 4+ years of experience in private banking, wealth management, or a related field.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
  • Proven track record of meeting and exceeding sales targets.
  • Series 7, 63 & 65 licenses.

Benefits:

  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including medical, dental, and vision insurance.
  • 401(k) plan with company match.
  • Opportunities for professional growth and development.

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