Senior Private Bank Relationship Manager – Irvine, CA
Lead private banking relationships for high-net-worth clients at Columbia Bank in Irvine. Drive wealth planning, credit, investment, and business development strategies tailored to client needs.
संयुक्त राज्य
एरिज़ोना
कैलिफ़ोर्निया$1,29,000 – $2,38,000 / वर्ष
ऑन-साइटपूर्णकालिकवरिष्ठआवश्यक भाषा: अंग्रेज़ीअकाउंट मैनेजरबिक्रीविवरण
- Build and expand relationships with high-net-worth private banking clients through targeted business development.
- Source new opportunities and cultivate qualified leads.
- Collaborate with product specialists to assemble client teams and deliver comprehensive financial guidance.
- Generate relationships through referrals, community engagement, Centers of Influence, and internal partnerships.
- Evaluate client goals and recommend solutions spanning investments, trust and wealth transfer, credit, deposits, and related services.
- Direct client teams through planning, solution delivery, and recurring relationship reviews.
- Maintain regular, personal communication with clients and internal stakeholders.
- Keep clients informed about relevant financial market developments.
- Review client finances and track changes in their ongoing personal and financial circumstances.
- Uncover additional needs among existing clients and coordinate internal resources to serve as the primary provider.
- Oversee the preparation of client presentations and review documentation.
- Keep client financial records current and clearly explain recommended solutions.
- Coordinate with clients and risk functions, including Credit for borrowing relationships.
- Follow applicable banking regulations, internal policies, procedures, and required training.
- Maintain practical knowledge of the Bank Secrecy Act, Regulations CC and E, Bank Security requirements, and other applicable rules.
- Coach, mentor, and train colleagues or deliver subject-matter coursework when requested.
- Support Columbia Bank’s corporate culture and model its values in daily work.
- Complete other responsibilities assigned by the bank.
आवश्यकताएँ
- Bachelor’s degree or equivalent professional experience in financial services.
- More than 10 years of financial services industry experience.
- Ability to register as a Mortgage Loan Originator under SAFE Act requirements.
- This role is limited to acting as a bank MLO for open-ended transactions.
- Advanced credit and analytical capability, including management of complex portfolios.
- Working knowledge of banking products and services.
- Active involvement in community organizations.
- Ability to train and present to small and large groups of senior and executive professionals.
- Demonstrated expertise in business development, relationship management, portfolio management, private banking, and wealth management.
- Intermediate estate planning and tax knowledge, along with advanced investment management skills.
- Willingness to travel occasionally.
- Master’s degree preferred.
- Preferred credentials include CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, or AWMA.
- Preferred securities registrations include Series 7 and 66, or Series 7 with Series 63 and 65.
- Insurance license preferred.
लाभ
- Medical, dental, and vision coverage.
- 401(k) retirement plan with employer matching for eligible associate contributions.
- Employee assistance program.
- Life insurance coverage.
- Disability insurance.
- Tuition assistance.
- Mental health resources.
- Identity theft protection.
- Legal support services.
- Auto and home insurance options.
- Pet insurance.
- Online employee discount marketplace.
- Paid vacation, sick leave, volunteer days, and holidays.
- Performance-based incentive compensation may be available.