Team Lead Private Banker

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

Salary: $141,830–$263,408 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global provides banking and diversified financial services and is 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.
• Provide integrated advice across banking, credit, asset management, trust and estate planning, brokerage, deposits, and wealth transfer.
• Lead client teams in planning, service delivery, relationship reviews, and proactive communication about financial markets and investment strategies.
• Develop new business through referrals, community involvement, internal partners, and existing-client opportunities.
• Set sales objectives, track team performance metrics, and manage relationship plans and portfolio profitability.
• Hire, coach, develop, motivate, and manage colleagues and resources.

Requirements

• Bachelor’s degree or equivalent.
• At least 10 years of experience in asset management, banking or credit, personal trust, brokerage services, or related financial services.
• At least 10 years of sales and relationship management experience, preferably with high-net-worth clients.
• Must be in good standing under the Safe Act and be registered or eligible for registration with the Nationwide Mortgage Licensing System and Registry.
• FINRA Series 7 and 63 and Series 65 or 66 licenses, plus a California Insurance License.
• Strong knowledge of high-net-worth products and services, credit and bank operations, sales, communication, and collaboration.

Nice to have

• CFP, JD/LLM, CIMA, or Cannon Certified Wealth Strategist designation.
• BA or MBA and 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.
• Health and family planning benefits, including fertility support and specialized health programs.
• Career mobility support and colleague resource groups.