Unknown Company

Elite Private Banker & Wealth Advisor (VP)

westlake village, ca • Posted 3 weeks ago
Onsite Full Time Financial Advice & Private Banking

TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking.

This role involves managing client relationships, generating new business, and ensuring compliance with regulatory policies. Candidates should have at least six years of private banking experience and a Bachelor’s Degree.

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Elite Private Banker & Wealth Advisor (VP) in westlake village at Unknown Company

This position is listed as full time and onsite.

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