Elite Private Banking Relationship Manager
columbia banking systemIrvine, CA
Elite Private Banking Relationship Manager
L5
columbia banking systemIrvine, CAyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial ManagersIndustries
Commercial BankingSavings Institutions and Other Depository Credit IntermediationPortfolio Management and Investment AdviceColumbia Bank in Irvine, CA seeks a senior Private Banker to pursue business development opportunities with high-net-worth clients and lead a client team to deliver comprehensive financial advice. You will partner with product specialists, coordinate planning across investments, trust and wealth transfer, credit and deposits, and maintain strong client communication and ongoing reviews. The role requires 10+ years in financial services, MLO license, CFP/CIMA/CPWA or similar, and ability to
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Level
SeniorL5
Location
Irvine, CA
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
yesterday
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