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VP, Portfolio Manager - Santa Clara. CA

Madison-Davis

Santa Clara, CA

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JOB DETAILS
SKILLS
Bank Management, Banking Services, Business Banking, Business Development, Commercial Banking, Community Relations, Consultative Sales, Cross-Selling, Customer Relations, Customer Support/Service, Customer/Client Research, Financial Analysis, Financial Planning, High Net Worth, Insurance, Investment Management, Leadership, Loans, Maintain Compliance, Needs Assessment, Operational Audit, Regulatory Compliance, Regulatory Requirements, Relationship Management, Retail Banking, Risk Management
LOCATION
Santa Clara, CA
POSTED
10 days ago

Title: Cross Border Banking Relationship Manager

Office Status: San Francisco, CA (Hybrid)

Base Salary: Competitive Base + Incentive Compensation (Market Dependent)




Overview:

We re working with a nationally recognized retail and commercial banking institution expanding its Premier / High Net Worth segment. They are seeking a licensed Relationship Manager to serve as the primary point of contact for affluent clients, delivering comprehensive financial guidance across deposits, lending, insurance, and investment solutions. This is a revenue-generating role ideal for someone who thrives in a consultative sales environment and enjoys building long-term client relationships within the community.




Key Responsibilities:
  • Mandarin is a plus - not required
  • Proactively acquire, deepen, and retain High Net Worth / Premier client relationships
  • Develop and execute localized business development and client engagement strategies
  • Drive wallet share growth through holistic financial needs assessments and cross-sell execution
  • Partner with internal product specialists (investments, insurance, lending, business banking) to deliver tailored financial solutions
  • Generate new business through networking, referrals, outside calling, and community involvement
  • Serve as a trusted financial advisor supporting clients across life-stage planning needs
  • Maintain strong knowledge of banking, wealth, and insurance products to identify referral opportunities
  • Ensure compliance with regulatory requirements, audit standards, and operational risk controls
  • Provide client feedback to leadership to support ongoing branch and service enhancements

About the Company

M

Madison-Davis

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