columbia bank wa or idIrvine, CA
Elite Private Banking Relationship Leader
Elite Private Banking Relationship Leader
Elite Private Banking Relationship Leader
columbia bank wa or idIrvine, CA
today
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit Intermediation
Apply for this 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
Also on the board Same function, level within a rung
Level
Senior
Location
Irvine, CA
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
today