Private Banker (Wealth Management)

Location: In office at 400 North Roxbury Drive, Beverly Hills, California, US 90210

Starting base salary: $127,626–$237,014 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services institution founded in 1954 and a subsidiary of Royal Bank of Canada.

What you will do

• Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families.
• Build new business through client referrals, community involvement, internal partners, and centers of influence.
• Provide integrated advice across investments, trust and wealth transfer, credit, deposits, banking, and brokerage services.
• Lead client teams in planning, solution delivery, relationship reviews, and coordinated client communication.
• Analyze client financial needs, goals, risk tolerance, and constraints to adjust investment strategies and relationship plans.
• Coordinate with credit, investment, brokerage, risk, and other product teams while managing portfolio profitability and risk.

Requirements

• Bachelor's degree or equivalent.
• At least 10 years of experience in asset management, banking and credit, personal trust, or brokerage services.
• At least 10 years of sales and relationship management experience in financial services, preferably with high-net-worth clients.
• Must be in good standing under the Safe Act and registered or licensable with the Nationwide Mortgage Licensing System and Registry.
• Strong knowledge of high-net-worth products and services, credit policies, bank operations, sales, and relationship management.
• Strong interpersonal, verbal, written communication, and collaboration skills.

Nice to have

• FINRA Series 7 and 63, and 65 or 66 securities licenses.
• State insurance license.
• CFP, JD/LLM, CIMA, or Cannon Certified Wealth Strategist designation.
• BA or MBA and experience managing a risk-adjusted revenue book.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time benefits.
• Health and family planning benefits, including fertility support and specialized medical programs.
• Career mobility support and colleague resource groups.