Elite Private Banking Relationship Leader
columbia bank wa or idIrvine, CA
Elite Private Banking Relationship Leader
columbia bank wa or idIrvine, CA
yesterday
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationAbout the role
Columbia Bank seeks a seasoned Private Banker to pursue business development with high-net-worth clients and lead a client team with holistic financial planning. You will coordinate investments, trust and wealth transfer, credit, and deposits, collaborating with product specialists to craft tailored solutions. Travel may be involved, and regulatory compliance is essential. The role demands extensive private banking experience, strong relationship and portfolio management skills, and applicable
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JOB OVERVIEW
Experience level
Senior
Location
Irvine, CA
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
yesterday
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