Banking Regulations, Customer Experience, Customer Relations, Fiduciary, High Net Worth, Management Strategy, Private Banking, Team Lead/Manager, Training/Teaching, Wealth Management, Willing to Travel
LOCATION
San Diego, CA
POSTED
3 days ago
Columbia Bank seeks a Private Client Advisor to deepen relationships with high-net-worth clients and fiduciary relationships, leading a team-based service model to deliver top-tier client experiences.You will identify and close opportunities, collaborate with internal partners, and provide education on wealth management strategies while staying compliant with bank regulations. Travel may be required.#J-18808-Ljbffr