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Private Banking Jobs in California

Private Banking Officer I
By City National Bank At Beverly Hills, CA, United States
Minimum 5 years of experience in client service, banking operations or Private Banking relationship management support required.
Minimum 2 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
Strong risk management and operations knowledge.
Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements.
Minimum 2 years of experience in a banking or financial services environment required
Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
Investment Banking Analyst Iii -Private Capital Advisory
By Raymond James At Los Angeles Metropolitan Area, United States
Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)
Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
Performs other duties and responsibilities as assigned.
Analytical skills sufficient to assess and explain events in the market.
Problem solving skills and the ability to think independently sufficient to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Private Banking Officer Jobs
By Comerica Bank At San Jose, CA, United States
Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Manage customer relations and new business development with a periodic review of existing loan commitments.
7 years of experience in commercial or private lending
7 years of experience financial sales
What We Can Offer You
Comerica Funded Retirement Plan and 401(K) Matching

Are you looking for an exciting career in Private Banking? Join our team and be part of a dynamic, fast-paced environment where you can make a real difference. With our competitive salaries and benefits, you'll have the opportunity to work with some of the most successful clients in the industry. Take your career to the next level and become a part of our team today!

Overview of Private Banking Private banking is a specialized form of banking that caters to the financial needs of high net worth individuals and families. Private bankers provide a range of services, including wealth management, investment advice, and estate planning. Private bankers also provide access to exclusive banking products and services, such as private banking accounts, private lending, and private banking services. Detailed Job Description of Private Banking Private bankers are responsible for providing a range of financial services to high net worth individuals and families. This includes providing advice on investments, estate planning, and other financial matters. Private bankers also provide access to exclusive banking products and services, such as private banking accounts, private lending, and private banking services. Private bankers must be knowledgeable about the financial markets and have a strong understanding of the needs of their clients. Private Banking Job Skills Required
• Knowledge of financial markets and investments
• Ability to provide financial advice and guidance
• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Ability to analyze financial data and make sound decisions
• Knowledge of banking products and services
• Ability to work independently and as part of a team
Private Banking Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Master’s degree in finance, accounting, or a related field
• Professional certification in financial planning or wealth management
• Previous experience in banking or financial services
Private Banking Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of estate planning and tax laws
• Knowledge of risk management and portfolio management
Private Banking Job Experience
• Previous experience in banking or financial services
• Previous experience in providing financial advice and guidance
• Previous experience in managing investments
• Previous experience in managing client relationships
Private Banking Job Responsibilities
• Provide financial advice and guidance to clients
• Analyze financial data and make sound decisions
• Manage client investments and portfolios
• Monitor financial markets and investments
• Develop and implement financial plans
• Manage client relationships and provide customer service
• Ensure compliance with financial regulations and laws