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Managing Director, Private Banker, Orange County
$250,000–$500,000 year
On-site · Costa Mesa, California, United States
Costa Mesa, California, United StatesOn-siteFull Time$250,000–$500,000 yearSenior LevelMasters DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Masters Degree
Company size
Unknown
Job Summary
Lead and grow a UHNW-focused Private Banking team in Orange County, overseeing revenue goals, coaching senior professionals, coordinating with the Global Market Manager, and driving client development, events, and tailored wealth solutions to meet clients’ investment, risk management, and liquidity needs.
Required Qualifications
- 15+ years of experience in Private Banking
- Bachelor's degree; Master's degree preferred
- Experience leading client teams and transactions
- Proven track record in relationship selling and UHNW client coverage
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