Client Manager (Private Banking)

Location: In office at 1205 Coast Village Road, Montecito, California, US 93108

Salary: $122,535–$208,715 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada, providing banking, credit, investment, trust, and wealth management services.

What you will do

• Manage and grow relationships with high-net-worth and ultra-high-net-worth individuals and families.
• Support Private Bankers with business development, prospect meetings, client profiling, and tailored presentations.
• Coordinate onboarding for investment management, trust, lending, deposits, and other banking solutions.
• Analyze client financial needs with Credit Team members and coordinate loan documentation, renewals, and covenant monitoring.
• Communicate with clients about financial market conditions, investment alternatives, asset allocation, and adjustments to existing solutions.
• Maintain client financial information, investment policy statements, regulatory records, and ongoing relationship reviews.

Requirements

• Bachelor's degree or equivalent.
• Minimum 10 years of relationship management experience in financial services.
• Minimum 8 years of experience working with high-net-worth clients.
• Must be in good standing under the Safe Act and registered or eligible to register with the Nationwide Mortgage Licensing System and Registry.
• Proven relationship management skills and effective collaboration with Private Bankers and product partners.
• Maintain required training and continuing education for licenses and certifications.

Nice to have

• Experience in asset management, banking and credit, personal trust, or brokerage services.
• FINRA Series 7 and Series 63 plus Series 65 or 66.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage available from the first month after starting.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time benefits.
• Specialized health, family planning, fertility, and wellness support programs.
• Career mobility support and colleague resource groups.