8 дней назад
Client Manager (Private Banking)
122 535 - 208 715$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Client Manager (Private Banking): Managing and expanding high-net-worth and ultra-high-net-worth client relationships through investment analysis, financial planning, customized credit solutions, and coordinated onboarding with Private Bankers. with an accent on relationship growth, credit analysis, investment management, and regulatory compliance. Focus on coordinating complex client solutions, monitoring financial circumstances and loan covenants, and delivering ongoing portfolio reviews.
Location: In-office at 2029 Century Park East, Los Angeles, California, US 90067
Starting base salary: $122,535–$208,715 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services institution founded in 1954 and a subsidiary of Royal Bank of Canada, serving clients, entrepreneurs, colleagues, and communities.
What you will do
- Serve as the primary contact for existing and newly developed high-net-worth and ultra-high-net-worth client relationships.
- Support Private Bankers with business development, prospect meetings, sales calls, client profiling, and tailored presentation materials.
- Coordinate onboarding and expansion of investment management and trust services, loan facilities, deposits, and other financial solutions.
- Analyze clients’ financial needs with Credit Team members, coordinate loan documentation, and monitor renewals, covenants, and required information.
- Provide regular client reviews, communicate market conditions and solution changes, and maintain investment policy statements aligned with client objectives.
- Coordinate communication and service delivery across Private Bankers, credit, investment, brokerage, and other internal partners.
Requirements
- Bachelor’s degree or equivalent.
- At least 10 years of relationship management experience in financial services, preferably in asset management, banking and credit, personal trust, or brokerage services.
- At least 8 years of experience working with high-net-worth clients.
- Must be in good standing under the Safe Act and registered or licensed with the Nationwide Mortgage Licensing System and Registry, or able to become registered under the Safe Act.
- Proven relationship management skills and the ability to collaborate productively with Private Bankers and business partners.
Nice to have
- FINRA Series 7 and 63 and 65 or 66 licenses.
Culture & Benefits
- Medical, dental, and vision coverage available from the first day of the month following the start date.
- Company-matched 401(k) contributions.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Specialized health and family-planning benefits, including fertility and chronic-condition support programs.
- Career mobility support and colleague resource groups for networking and community engagement.
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