Unknown Company

Elite Private Banking Relationship Leader

irvine, ca • Posted Today
Onsite Full Time Sales

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

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Elite Private Banking Relationship Leader in irvine at Unknown Company

This position is listed as full time and onsite.

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