- 10+ years of prior experience in private, commercial, or corporate banking
- BA/BS Degree (minimum)
- Credit/underwriting experience, secured and unsecured loans
- Strong interpersonal relationship skills
- Broad knowledge of all facets of wealth management, experience with UHNW
- Solid business development skills
>>Managing Director of Private Banking
Location: Southern CA (La Jolla, CA)
Our client is seeking a Managing Director of Private Banking based in La Jolla, CA. This is the lead private banker for a group that works exclusively with select family office clients. This firm will consider relocating the right candidate for this opportunity.
The Managing Director of Private Banking (MDPB) will be part of a multi-disciplinary team exclusively serving family office clients ($300MM+ average investible assets). The MDPB will be the senior regional banker for San Diego and Southern California (including Los Angeles and Orange County) on the team and leader for all areas related to banking for their family office clients including: lending, cash management, banking products, and services. This is a sophisticated, client-focused role and the MDPB will be the regional expert and authority for banking services for this UHNW client group.
It is imperative that the MDPB has a strong credit acumen and he or she must have comprehensive knowledge of structuring deals and will ultimately approve the underwriting content. Applicants with a UHNW, or commercial, or corporate banking background is required. They should have experience with a wide range of lending solutions including: secured and unsecured loans, lines of credit, lending of $10MM+ (investments, purchase of aircraft, fine art, etc.). The MDPB must have excellent relationship management skills and the ability to work with the team in bringing in new clients through business development efforts.
This group offers a collegial and highly-collaborative culture focused on customized holistic solutions for their family office clients and next generations. The MDPB will provide clients a strategic and comprehensive approach to wealth management with a state-of-the-industry UHNW advisory platform that includes banking, multi-generational and succession planning, family dynamics offerings including education, psychologists, and family historians, open architecture investment management, trust and estate services, technology, etc.
To apply, please submit your resume in a downloadable format to firstname.lastname@example.org. For more information for qualified candidates, please contact Buzz Bray at (206) 402-3401. All inquiries and applications will be held in the strictest of confidence.