Private Banker

Location: In office at 9 Executive Circle, Irvine, California, US 92614

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

Company

A diversified financial services organization and subsidiary of a major North American bank, serving entrepreneurs, businesses, and private clients.

What you will do

• Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families.
• Generate new business through referrals, community involvement, internal partners, and client relationship expansion.
• Assess client needs and coordinate integrated solutions across investments, trust and wealth transfer, credit, deposits, and brokerage services.
• Lead client teams through planning, presentations, regular reviews, and coordinated communication.
• Monitor clients’ financial circumstances, goals, risk tolerance, constraints, and investment policy statements.
• Communicate market conditions, investment strategies, credit terms, and account activity while managing relationship profitability and portfolio risk.

Requirements

• Bachelor’s degree or equivalent; a BA or MBA is typically held.
• 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/licensed with the Nationwide Mortgage Licensing System and Registry, or able to become registered.
• Strong knowledge of products for high-net-worth clients, credit policies, bank operations, sales, marketing, and client communication.
• FINRA Series 7 and 63, plus Series 65 or 66 and a state insurance license are preferred.

Nice to have

• CFP, JD/LLM, CIMA, or Cannon Certified Wealth Strategist designation.
• Experience managing a risk-adjusted revenue book of up to $2 million.

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.
• Specialized health, family planning, and career mobility support, plus colleague resource groups.