Managing Director - Head of Private Banking - Southern California

Company: Selby Jennings
Location: Beverly Hills
Posted on: May 9, 2022

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