Top 31 Private banker Jobs in California

Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Associate Private Banker
Morgan Stanley —San Rafael, CA
- $85,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Managing Director, Private Banker, Beverly Hills
Citi —Beverly Hills, CA
- $250,000 - $500,000 a year
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Senior Private Banker
BMO Financial Group —San Francisco, CA
- $122,400 - $228,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Managing Director, Private Banker, Orange County
Citi —Costa Mesa, CA
- $250,000 - $500,000 a year
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Managing Director, Private Banker, Downtown San Francisco
Citi —San Francisco, CA
- $250,000 - $500,000 a year
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Managing Director, Private Banker, Palo Alto
Citi —Palo Alto, CA
- $250,000 - $500,000 a year
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
International Private Banker
Morgan Stanley —Pasadena, CA
- $110,000 - $185,000 a year
- Full-time
- Business development
- Analysis skills
- Bachelor's degree
5d
Citi Private Bank | UHNW Banker | San Francisco & Palo Alto
Citi —San Francisco, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Private Banker Sales Manager
Fremont Bank —Livermore, CA
- $130,000 - $170,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
Quick Apply
Private Banker
City National Bank —Irvine, CA
- $127,626 - $237,014 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Senior Design Manager — AI Private Banker
Nubank —Palo Alto, CA
- Full-time
- Hybrid work
- Office
- Senior level
- Health savings account
- AD&D insurance
Quick Apply
2d
Senior Private Banker
MRISpokane —El Segundo, CA
- $150,000 - $200,000 a year
- Office
- Residential
- Business development
Quick Apply
Private Client Banker - La Jolla Downtown Branch - La Jolla, CA
JPMorganChase —La Jolla, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
5d
Private Client Banker - Diamond Bar Cold Springs - Diamond Bar, CA
JPMorganChase —Diamond Bar, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Sepulveda Manhattan Beach - Manhattan Beach, CA
JPMorganChase —Manhattan Beach, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase —Manhattan Beach, CA
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
Private Client Banker - Noe Valley Branch - San Francisco, CA
JPMorganChase —San Francisco, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Del Mar Branch - Del Mar, CA
JPMorganChase —Del Mar, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Seacliff Branch - Huntington Beach CA
JPMorganChase —Huntington Beach, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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private banker jobs near california

Private Banker

Sunflower Bank NA -
Irvine, CA

Quick Apply

Job Details

Full-time
$132,500 - $205,000 a year

Benefits

Paid holidays
Dental insurance
Tuition reimbursement
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Gym membership
Life insurance

Qualifications

Business development management
Financial sales
Underwriting
Credit risk assessment
Balance sheet
Banking analysis in risk and credit
Financial statement analysis
Business development
Direct sales business model
Financial report interpretation
Prospecting
Business development within finance
Financial statement interpretation

Full Job Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Private Banker at our Irvine, CA Location.

The salary range for this position is $132,500 to $205,000, depending on knowledge, skills, abilities, experience, and location.

Summary:

The Private Banker position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization. It leverages the diverse resources of the company and proactively recommends solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management).

Responsibilities:

Responsible for expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs.
Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
Manage private banking loan portfolio and review the quality of the portfolio to monitor the development of unfavorable trends.
Achieve set goals for deposit growth, credit origination, and assets under management.
Follow established lending procedures and perform adequate credit analysis.
Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.

Education/Experience Preferred:

Bachelor’s Degree in Accounting, Finance, or other related fields.
Must possess two or more years of experience in financial services with High-Net-Worth individuals and families.
Must possess a minimum of five years of experience in direct sales.
Must possess a high-level of credit underwriting skills for High-Net-Worth individuals and families. Must be proficient in analyzing personal tax returns, personal financial statements & company balance sheets/income statements.
Must possess strong sales skills, the ability to recognize sales opportunities, and the drive to pursue them vigorously.
Must possess business development, COI development, and creative networking skills.
Experience in understanding the financial needs of a variety of clients and the ability to offer bank and/or fiduciary solutions.
Strong understanding of banking and lending products.
Ability to meet deadlines and manage expectations.
Experience with sensitivity in working with and maintaining confidential information.
Ability to present banking and credit proposals.
Must be able to work flexible hours with an expected minimum of 40 hours per week.
Must be bondable.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused

Associates enjoy outstanding benefits, including:

401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

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Refine Your Search

private banker jobs in california

Private Banker

Associate Private Banker

Managing Director, Private Banker, Beverly Hills

Senior Private Banker

Managing Director, Private Banker, Orange County

Managing Director, Private Banker, Downtown San Francisco

Managing Director, Private Banker, Palo Alto

International Private Banker

Citi Private Bank | UHNW Banker | San Francisco & Palo Alto

Private Banker Sales Manager

Private Banker

Senior Design Manager — AI Private Banker

Senior Private Banker

Private Client Banker - La Jolla Downtown Branch - La Jolla, CA

Private Client Banker - Diamond Bar Cold Springs - Diamond Bar, CA

Private Client Banker - Sepulveda Manhattan Beach - Manhattan Beach, CA

U.S. Private Bank - Private Banker - Vice President or Executive Director

Private Client Banker - Noe Valley Branch - San Francisco, CA

Private Client Banker - Del Mar Branch - Del Mar, CA

Private Client Banker - Seacliff Branch - Huntington Beach CA

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