Top 15 Private banker Jobs in La Mirada Ca

Private Banker
Boutique Recruiting —Irvine, CA
- $160,000 - $250,000 a year
- 7 years
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
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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
Private Client Banker - Yorba Linda Valley View - Yorba Linda, CA
JPMorganChase —Yorba Linda, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Citi Private Bank - UHNW Banker - Los Angeles, Beverly Hills, & Orange County
Citi —Los Angeles, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
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
U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase —El Segundo, CA
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
U.S. Private Bank - Private Banker - Senior Associate
JPMorganChase —Los Angeles, CA
- $150,000 - $165,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
2d
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
Senior Private Banker
MRISpokane —El Segundo, CA
- $150,000 - $200,000 a year
- Office
- Residential
- Business development
Quick Apply
U.S. Private Bank - Private Banker - Managing Director
JPMorganChase —Los Angeles, CA
- $350,000 - $500,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
2d
Private Client Banker - Marina Del Rey - Marina Del Rey, CA
JPMorganChase —Marina del Rey, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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
Private Client Banker - Grand & Roswell Branch - Chino, CA - Bilingual (Mandarin) Required
JPMorganChase —Chino, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Private Banker
Boutique Recruiting —Irvine, CA
Series 6 or Series 7 certification is preferred. Conduct business development activities to identify and pursue new opportunities.
$160,000 - $250,000 a year
Quick Apply
Private Banker
Sunflower Bank NA —Irvine, CA
Follow established lending procedures and perform adequate credit analysis. Success is measured by client satisfaction and growth in relationship balances (…
$132,500 - $205,000 a year
Quick Apply

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CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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KeyBank National Association —Hilliard, OH
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Actively identifying and developing new client relationships through…
$25.00 - $38.46 an hour

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private banker jobs near la mirada ca

Private Banker

Boutique Recruiting -
Irvine, CA

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Job Details

$160,000 - $250,000 a year

Benefits

401(k) 3% Match
Health insurance
Paid time off
401(k) matching

Qualifications

Wealth management
Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
High-end sales
Business development within finance
CRM system proficiency

Full Job Description

Position Title: Private Banker

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range: $160,000 - $250,000+ / Year DOE

Responsibilities:

Develop new client relationships and enhance existing ones through proactive outreach
Engage with referral sources, including CPAs and attorneys, to expand business opportunities
Track and manage client data using Salesforce to ensure effective follow-up and relationship management
Respond promptly to client needs and inquiries, facilitating timely solutions
Conduct business development activities to identify and pursue new opportunities

Requirements:

7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
Minimum Bachelor's degree
Proficiency in Salesforce or similar software, along with strong Excel skills
Experience in high-end banking, preferably in private wealth
Series 6 or Series 7 certification is preferred

Benefits:

Medical benefits with eligibility details provided by HR
401k plan with a 3% employer match
Generous paid time off policy, including four weeks of PTO and potential for a fifth week
All standard banking holidays plus a float day

If you are a Private Banker looking to take the next step in your career, apply now! #LI-RB1

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Refine Your Search

private banker jobs in la mirada ca

Private Banker

Private Banker

Private Client Banker - Yorba Linda Valley View - Yorba Linda, CA

Citi Private Bank - UHNW Banker - Los Angeles, Beverly Hills, & Orange County

Private Banker

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

U.S. Private Bank - Private Banker - Senior Associate

Managing Director, Private Banker, Orange County

Senior Private Banker

U.S. Private Bank - Private Banker - Managing Director

Private Client Banker - Marina Del Rey - Marina Del Rey, CA

Managing Director, Private Banker, Beverly Hills

Private Client Banker - Grand & Roswell Branch - Chino, CA - Bilingual (Mandarin) Required

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