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For your reference, we have included the original job posting below.
Wealth Management Private Banking RM
Job Number:
43880355
Company Name:
Top Bank Based Financial Services Company
Job Location:
Newport Beach, CA US
Job Category:
Accounting & Finance
Minimum Education:
4-Year College Degree
Wealth Management Private Banking RM
Description Responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining ...
