Senior Private Bank Relationship Manager (Wealth Management)

Location: Irvine, California, United States

Base pay: $129,000–$238,000 per year, with potential performance-based incentive compensation.

Company

hirify.global provides private banking and financial services, including lending, deposits, investments, trust, and wealth management solutions.

What you will do

• Develop new business opportunities and build relationships with high-net-worth clients through referrals, community involvement, and internal partnerships.
• Lead client teams and coordinate product specialists to deliver comprehensive financial advice and planning.
• Assess client needs and develop solutions across investments, trust and wealth transfer, credit, deposits, and related services.
• Manage client relationships, review portfolios, monitor credit quality, and communicate proactively about financial market conditions.
• Identify additional opportunities within existing relationships and prepare client presentations and review materials.
• Maintain compliance with bank policies, regulations, training requirements, and applicable mortgage-loan-originator responsibilities.

Requirements

• Bachelor's degree or equivalent professional financial experience; a master's degree is preferred.
• More than 10 years of experience in financial services.
• Proven business development, relationship management, portfolio management, private banking, and wealth management experience.
• Extensive credit and analytical skills, including experience managing complex portfolios and knowledge of bank products and services.
• Intermediate estate planning, tax planning, and advanced investment management skills.
• Ability to train and present to small and large audiences of senior and executive-level professionals; occasional travel is required.

Nice to have

• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, or AWMA certification.
• Series 7 and Series 66, or Series 63 and 65, licensing.
• Insurance licensing and involvement in community organizations.
• Master's degree.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage for eligible associates.
• 401(k) retirement plan with employer match for qualifying contributions.
• Paid vacation, sick days, volunteer days, and holidays.
• Life and disability insurance, employee assistance, mental health resources, and legal support.
• Tuition assistance, identity theft protection, insurance discounts, and access to an online discount marketplace.
• Equal opportunity and affirmative action employment environment.