Managing Director - Head of Private Banking - Southern California
Company: Selby Jennings
Location: Beverly Hills
Posted on: May 9, 2022
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Job Description:
A well-known and highly rated Global Private Bank with a massive
international presence and boutique dometic presence is actively
looking for a seasoned Private Banker to join their thriving team.
This person will be responsible for working with existing client
relationships and sourcing new business as well. This is an
opportunity with tremendous upside potential as the firm is seeking
an individual who can really take the reins and take their team to
the next level by helping them build out their Southern California
presence. Someone with a deep and broad understanding of the wealth
management space and private client market is highly desirable for
this role. Some other responsibilities may include (not are not
limited) too: Managing a book of business and working closely with
existing HNW & UHNW private clients Working knowledge and a
deep-rooted understanding of a Bank credit product offering as well
as the policies and procedures involved The ability to work
autonomously as well as in a team environment Desire to want to
make an impact long-term and eventually lead a team of banking
professionals Additional qualifications: Prior experience
successfully managing a book of business In-depth understanding of
the Private Banking Model 8 years of experience in Private Wealth
Management
Keywords: Selby Jennings, Beverly Hills , Managing Director - Head of Private Banking - Southern California, Executive , Beverly Hills, California
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