Job Description

Private Banker | South Bay Los Angeles

Location: El Segundo, California

Opportunity Overview

An established regional banking organization is expanding its Private Banking presence in Southern California and is seeking an experienced Private Banker to join its growing South Bay team.

This role offers the opportunity to build meaningful relationships with high-net-worth individuals, business owners, executives, entrepreneurs, and professional service firms while partnering closely with Commercial Banking to deliver comprehensive financial solutions.

The successful candidate will play a key role in growing the firm's Private Banking franchise throughout the South Bay market while leveraging an established referral network, local decision-making, and a broad suite of banking and wealth management capabilities.

Why Consider This Opportunity?

• Join a growing Private Banking platform investing in the South Bay market.

• Work alongside an experienced leadership team committed to long-term growth rather than short-term production.

• Access a collaborative referral network through Commercial Banking and retail banking partners.

• Serve affluent clients with a comprehensive suite of banking, lending, investment, planning, and insurance solutions.

• Benefit from local credit decisions and relationship-based pricing flexibility.

• Build your business within a culture that values collaboration, client relationships, and entrepreneurial thinking.

• Competitive compensation with flexibility for exceptional talent.

What Makes This Opportunity Different

• Newly established South Bay office with significant growth opportunity

• Strong partnership with Commercial Banking

• Local decision-making and relationship pricing flexibility

• Comprehensive Private Banking platform

• Collaborative leadership team

• Established referral network

• Opportunity to work with affluent business owners, executives, entrepreneurs, and real estate investors

• Broad product suite including:

  • Private Banking

  • Wealth Management

  • Investment Management

  • Financial Planning

  • Deposit Solutions

  • Residential Lending

  • Securities-Based Lending

  • Commercial Real Estate Lending

  • Insurance Solutions

• High-touch, relationship-focused client service model

• Competitive compensation with flexibility for exceptional talent

Responsibilities

• Develop new Private Banking relationships throughout the South Bay and Greater Los Angeles market

• Manage high-net-worth and ultra-high-net-worth client relationships

• Deliver comprehensive banking and wealth management solutions

• Generate loan, deposit, and fee income growth

• Partner closely with Commercial Banking and branch teams to deepen client relationships

• Build referral partnerships with attorneys, CPAs, business managers, and other centers of influence

• Collaborate with investment, lending, mortgage, planning, and insurance specialists

• Deliver an exceptional client experience while expanding wallet share across banking and wealth solutions

• Contribute to the continued growth of the Private Banking franchise in Southern California

Ideal Candidate Profile

• 10–15+ years of Private Banking, Private Wealth, Wealth Management, or Private Client experience

• Active FINRA securities licenses (Series 7, 63, and 65 or equivalent)

• California Life Insurance License

• Experience serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients

• Strong lending, deposit gathering, and relationship management experience

• Proven business development success

• Experience partnering with Commercial Banking teams

• Established network of professional referral sources

• Entrepreneurial, collaborative, and client-focused

Preferred Client Relationships

Experience serving clients with:

• $1MM+ investable assets

• Business owners and entrepreneurs

• Corporate executives

• Professional service firms

• Real estate investors

• Multi-generational families

• Lending and liquidity needs

• Investment management relationships

• Financial planning needs

• Complex banking relationships

Keywords & Backgrounds

Candidates with experience in the following areas are encouraged to apply:

Private Banking • Private Wealth • Private Client • Wealth Management • Relationship Management • Business Development • High-Net-Worth (HNW) • Ultra-High-Net-Worth (UHNW) • Commercial Banking • Commercial Lending • Residential Lending • Deposit Growth • Treasury Management • Financial Planning • Investment Management • Trust & Estate Planning • Business Owners • Entrepreneurs • Centers of Influence (COIs)

Not a Fit If You

• Need licensing sponsorship or extensive product training

• Prefer a purely retail banking environment

• Have limited business development experience

• Focus exclusively on investments with little lending exposure

• Prefer highly bureaucratic organizations

• Are uncomfortable collaborating across multiple banking disciplines

Compensation

A competitive base salary and performance-based incentive plan are offered. Compensation is designed to reward growth in loans, deposits, and fee income and will be tailored based on experience, market knowledge, and overall qualifications.

Interested?

If you're interested in learning more about this opportunity, we'd welcome a conversation to discuss the role, leadership team, culture, compensation structure, and long-term career growth.