Relationship Manager

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Full Time Sales Beverly Hills, CA, US

30+ days ago Requisition

Salary Range: $ To $ Annually

The Role:

Relationship Manager

The

Location:

Beverly Hills, California

Reports To:

Market Leader

Make a Difference Where It Matters Most

At Cal Private Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem‑solving, and unwavering integrity. Our solutions‑based service, paired with best‑in‑class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship‑centered bank, Cal Private Bank may be the place for you.

Your Opportunity:
Relationship Manager

The Relationship Manager is responsible for developing, managing, and expanding relationships with high‑net‑worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross‑sell opportunities, and acts as a strategic advisor to clients through a relationship‑driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well‑coordinated financial solutions that support their objectives.

By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long‑term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring Cal Private remains a preferred partner for sophisticated clients seeking high‑touch, relationship‑focused banking services.

• Develop, deepen and retain relationships with high‑net‑worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with Cal Private’s high‑touch service standards, and Formula for Success.
• Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
• Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
• Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
• Works with business development staff, lenders and underwriters to structure loans.
• Responds to client inquiries in a professional and knowledgeable manner. Perform other duties as assigned or needed.
• Demonstrates leadership across the Bank through mentorship, cross‑departmental influence, and active participation in business initiatives, promoting a relationship‑centric culture and supporting Cal Private’s strategic growth vision.

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has…