Location City: Los Angeles, Century City
Location State: CA
Base Salary: 110-140K + 15-25% Bonus
Position Responsibilities: Successful candidate will manage full-service banking relationships with high net worth customers and oversee a portfolio of highly complex accounts. They will consult with customers regarding financial needs, recommending products and services, including credit structures. Individual will prepare loan packages for credit review and underwriting. They will open and service accounts within authorized limits and ensure records/files are maintained within policy guidelines. Also responsible for analyzing financial, tax and credit needs of customers, monitors customers' changing needs and recommending appropriate strategies and products. Candidate will cross sell products and services for existing clients, develops new business relationships through interaction with external resources, and keep informed of changing market conditions. Incumbents will have an in-depth knowledge of product array, excellent sales/relationship management skills and a track record showing consistent strong performance. Individual will contribute by providing training and guidance to less experienced Private Bankers.
Education and Certifications/Licenses: Bachelors, CFA, CFP a plus
Mandatory Minimum Qualifications: 10 years experience in private banking dealing with HNW clients.
Additional Comments: Small office of a large bank. Office run like a small business. Great team work and personal mentoring provided to less experienced bankers. Be part of a sucessful team that is providing excellent services to clients.
Overnight Travel: Limited
Relocation Assistance: No
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