Private Banker

Location: On-site, Irvine, CA | Compensation: $132,500 – $175,000 base + incentives + full benefits

Are you an experienced private banking professional with a track record of building strong client relationships and driving growth? We’re seeking a Private Banker to help lead the build-out of our Private Banking division in Irvine, focusing on serving Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This is a high-impact role where your ability to develop new business and deepen existing relationships will directly shape the growth of our Private Banking platform.

What You’ll Do:

• Generate new deposits, loan opportunities, and investment management revenue through proactive relationship development
• Build and manage a book of UHNW/HNW clients, serving as a trusted relationship manager
• Partner with internal wealth advisors, trust officers, and planning specialists to deliver full balance sheet solutions
• Develop new client opportunities through centers of influence (CPAs, attorneys, business leaders, family offices)
• Structure and present customized deposit and credit packages that meet client needs and bank guidelines
• Mentor and coach junior bankers and relationship managers to drive team performance
• Contribute to the strategic growth of the Private Banking division in Southern California

What We’re Looking For:

• 7–10+ years of experience in financial services sales with a focus on UHNW/HNW individuals
• Prior Private Banking or Wealth Management experience required (not retail branch banking)
• Demonstrated ability to build and manage a book of business with proven COI referral sources
• Strong knowledge of deposits, lending solutions, wealth management, and trust services
• Excellent interpersonal skills, executive presence, and ability to serve as a trusted advisor
• CFP or equivalent designation preferred

Why Join Us:

• Competitive base salary with significant performance-based incentives
• Full benefits package including medical, dental, 401k match, PTO, and wellness perks
• Opportunity to build and shape a growing Private Banking division in a key Southern California market
• Collaborative, relationship-driven culture that values authenticity, results, and client impact
• Direct access to decision-makers and the ability to make an immediate impact

If you’re a senior private banking professional with strong client relationships and a passion for delivering tailored financial solutions to UHNW/HNW clients, we’d love to hear from you.