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Private Bank Relationship Manager (SF
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-07-31
Listing for:
California Bank & Trust
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
California Bank & Trust seeks a Private Bank Relationship Manager in San Francisco, CA to serve as the primary account and relationship manager for new and existing clients. Candidates must hold active investment licenses (Series 7/66 or Series 63/65).
You will source prospects, implement marketing plans, collaborate with loan officers, and tailor bank products to client needs. The role requires leadership, excellent communication, and a client-focused approach.
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