Elite Private Banking Relationship Leader

L5

columbia bank wa or idIrvine, CAyesterday
Columbia Bank seeks a seasoned Private Banker to pursue business development with high-net-worth clients and lead a client team with holistic financial planning. You will coordinate investments, trust and wealth transfer, credit, and deposits, collaborating with product specialists to craft tailored solutions. Travel may be involved, and regulatory compliance is essential. The role demands extensive private banking experience, strong relationship and portfolio management skills, and applicable
Apply now
Apply now

Level

SeniorL5

Location

Irvine, CA

Occupation

Personal Financial Advisors

Industry

Commercial Banking

Posted

yesterday

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