Senior Private Banker
$150,000–$200,000 year
On-siteEl Segundo, California, United States
Job Summary
Develop new Private Banking relationships throughout the South Bay and Greater Los Angeles market while managing high-net-worth and ultra-high-net-worth client accounts. Deliver comprehensive banking, wealth management, lending, and insurance solutions by partnering closely with Commercial Banking teams to deepen client relationships and expand wallet share. Generate loan, deposit, and fee income growth by building referral partnerships with attorneys, CPAs, and business managers, while collaborating with investment, mortgage, and planning specialists to serve affluent business owners, executives, entrepreneurs, and real estate investors. Contribute to the continued growth of the Private Banking franchise in Southern California with local decision-making and relationship-based pricing flexibility.
Required Qualifications
- 10–15+ years of Private Banking, Private Wealth, Wealth Management, or Private Client experience
- Active FINRA securities licenses (Series 7, 63, and 65 or equivalent)
- California Life Insurance License
- Experience serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
- Strong lending, deposit gathering, and relationship management experience
- Proven business development success
- Experience partnering with Commercial Banking teams
- Established network of professional referral sources
- Entrepreneurial mindset
- Collaborative mindset
- Client-focused mindset
Desired Qualifications
- Experience serving clients with $1MM+ investable assets
- Experience serving business owners and entrepreneurs
- Experience serving corporate executives
- Experience serving professional service firms
- Experience serving real estate investors
- Experience serving multi-generational families
- Experience with lending and liquidity needs
- Experience with investment management relationships
- Experience with financial planning needs
- Experience with complex banking relationships
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