Private Banker jobs in Inglewood, CA
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Banker
- IDB
-
Beverly, CA
FULL_TIME
- Company DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.Job DescriptionIsrael Discount Bank of New York, a mid-size financial institution is looking for Private Bankers with an established book of business to support the bank’s strategic growth in one of our primary regions.We are hiring for NYC (Midtown Manhattan), CA (Beverly Hills), and FL (Aventura).Leverage expertise in wealth management and financial advisory to cater to the client, their family and business. Manage overall client relationship profitability and portfolio risk, and assume responsibility for profitable growth of the portfolio. Private Bankers provide financial solutions by utilizing the capabilities within the bank as well as those of the outside providers.Responsibilities• Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship• Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services• Building the balance sheet and P & L of their team• Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments• Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs• Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals• Work closely with Private Banking Assistants to serve client accounts effectively and efficiently• Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.Qualifications• Bachelor's Degree in Business• 8 years’ experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management• FINRA Series 7. 66/63 securities licenses are a plus but not required• Proven experience with deposit gathering• Understanding of underwriting for business loans and real estate loans• Knowledge of Federal lending regulations• Strong understanding of banking, brokerage and lending products• Experience in understanding the financial needs of High Net Worth clients• Excellent business development and marketing skills• Ability to meet deadlines and manage expectations• Excellent written and verbal communication skills CompensationThe expected annual base salary for this position is between $150,000 - $250,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional InformationThe Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:Those with a known mental or physical disability.Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.Victims of domestic violence, sex offenses or stalking.Employees with religious observance and practice obligations.Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.DisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.All your information will be kept confidential according to EEO guidelines.IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
- 1 Month Ago
Coldwell Banker is growing and looking for Licensed Real Estate Agents
- Coldwell Banker
-
Santa Clarita, CA
FULL_TIME
- Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
- 1 Month Ago
Coldwell Banker is growing and looking for Licensed Real Estate Agents
- Coldwell Banker
-
Pasadena, CA
FULL_TIME
- Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
- 26 Days Ago
Coldwell Banker is growing and looking for Licensed Real Estate Agents
- Coldwell Banker
-
Glendale, CA
FULL_TIME
- Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
- 26 Days Ago
Coldwell Banker is growing and looking for Licensed Real Estate Agents
- Coldwell Banker
-
Los Angeles, CA
FULL_TIME
- Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
- 27 Days Ago
Coldwell Banker is growing and looking for Licensed Real Estate Agents
- Coldwell Banker
-
Van Nuys, CA
FULL_TIME
- Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
- 1 Month Ago
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0 Private Banker jobs found in Inglewood, CA area
Investment Banking Analyst
- ECHELON Partners
-
Manhattan Beach, CA
- Responsibilities: As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: ...
- 4/27/2024 12:00:00 AM
Supervisory Examiner, CM-0570-00 (San Francisco Region) (Temporary Promotion)
- Federal Deposit Insurance Corporation
-
Los Angeles, CA
- Summary This position is located in the Division of Risk Management Supervision (RMS), in one of the San Francisco Regio...
- 4/27/2024 12:00:00 AM
Support Specialist
- Intercontinental Capital Group
-
Irvine, CA
- >> Support Specialist Support Specialist Summary Title:Support SpecialistID:1583 - CALocation:Irvine, CADepartment:Opera...
- 4/27/2024 12:00:00 AM
Investment Banking Analyst
- ECHELON Partners
-
Manhattan Beach, CA
- Responsibilities: As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: ...
- 4/27/2024 12:00:00 AM
J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles Market - Los Angeles, CA (including Santa Monica/ Culver City/ Venice/ Marina Del Rey/ Pacific Palisades)
- JPMorgan Chase
-
Los Angeles, CA
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationship...
- 4/27/2024 12:00:00 AM
Senior Wealth Manager, Belvedere, CA
- Savvy Wealth
-
Los Angeles, CA
- Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth man...
- 4/27/2024 12:00:00 AM
Licensed Customs Broker
- Scan Global Logistics
-
Hawthorne, CA
- About Scan Global Logistics: At Scan Global Logistics every person has an opportunity to unlock potential. We are a full...
- 4/24/2024 12:00:00 AM
Associate Director, Data Transformation - Asset Management Firm
- Recruiting Resources, Inc.
-
Los Angeles, CA
- Global investment management firm is searching for an Associate Director, Data Transformation to join the Data Transform...
- 4/24/2024 12:00:00 AM
About Inglewood, California
Inglewood is a city in southwestern Los Angeles County, California in the Los Angeles metropolitan area. As of the 2010 U.S. Census, the city had a population of 109,673. It was incorporated on February 14, 1908. The city is in the South Bay region of Los Angeles County. Los Angeles Stadium at Hollywood Park is currently under construction in the city and, when completed around 2020, will be the new home of both the National Football League's Los Angeles Rams and Los Angeles Chargers. The city is also close to Los Angeles International Airport....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$81,411 to $119,681
Inglewood, California area prices
were up 3.2% from a year ago
were up 3.2% from a year ago
What does a Private Banker do?
Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020